About Geisbauer Wealth Management

Our goal at Geisbauer Wealth Management is to be your most trusted partner through our professional knowledge, our integrity and our personalized service. We are completely independent and this ensures our advisors will always have the freedom as they continually strive to act in your best interest. Managing risks, low investment costs and competitive return potential. We do this through a variety of features that can be of great benefit to investors like you: Extensive Diversification - Instead of holding only some stocks and bonds, your portfolio will feature thousands of securities from as many as 19 separate asset classes and market sectors. This investment strategy helps manage risks as part of our goal to help you to earn more competitive returns. Independent Research - Our investment process leverages well over 100 years of collective investment management expertise on the part of our research partner, LPL Financial, and is founded on the premise that sound science backed by decades of academic research offers the smartest approach to investing. Account Protection - The LPL Financial SIPC membership provides account protection up to a maximum of $500,000 per customer, of which $100,000 may be in cash. For an explanatory brochure, please visit www.sipc.org. Additionally, through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $575,000,000, subject to conditions and limitations. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. LPL Financial and Geisbauer Wealth Management do not offer tax or legal services.

General Information Years of Experience in Financial Services:    17 Gender:    Male CRD#:    4799605 Firm CRD#:    6413 States Licensed in:    TX, AZ, CA, FL, ID, IL, NJ, NY, and UT Number of Years with Current Firm:    17 Insurance License#:    0E46196 Work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations Name of Broker/Dealer:    LPL Financial Corporation Advisory Services Provided:    Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting

Education Academic Background   Bachelor of the Arts degree in Economics from California State University at Northridge. Masters of Business Administration in Financial Planning at California Lutheran University

Services Investment Types:    Mutual Funds, FOREX & Currency, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI), Structured Products Can meet clients in the following ways:    Your Office, Email, Phone, Our Office, Your Home, Our Offices, Video Conference

Qualifications & Memberships Certifications, Accreditations & Designations:    CFP® Securities Licenses:    Series 7, Series 24, Series 66 Insurance and Annuity Licenses:    Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability Financial Organization Memberships:    Financial Planning Association (FPA) Non-Financial Organization Memberships:    We give our time and money to support worthwhile local and national charities and provide pro bono financial planning services to those who otherwise can't afford it.

Compliance Criminal Disclosures in Last 5 years:    I have a clean record Compliance Disclosures in Last 5 years:    I have a clean record Registered Representative:    Yes Investment Advisor Representative:    Yes Acknowledged fiduciary:    Yes

Compensation and Fees Hourly Rate:    $100 Fee % Based on Assets:    1 Compensation Methods:    Based on Assets, Hourly, Flat Fee, Commissions Minimum Portfolio Size for New Managed Accounts:    25,000 Fee Structure:    Fee-Based

Frequently Asked Questions

Q.	What are your qualifications? What is your education background?

Q.	How many clients do you currently manage?

Q.	Will you be the only person working with me?

Q.	How much risk should I be willing to take?

Q.	Have you ever been charged with any breaches?

Q.	How do you charge for your services?

Q.	What financial institution(s) do you represent?

Q.	What financial institutions do you represent?

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Q.	What are your qualifications? What is your education background?
Making financial decisions based on what you value in life is a cornerstone of Tim's life planning philosophy. He engages in meaningful conversations with his clients to gain a better understanding of their goals and values. He uses this knowledge of each client to develop an individualized plan to help them make sound financial decisions for their future.

Q.	How many clients do you currently manage?
Hourly or fee-based asset management.

Q.	Will you be the only person working with me?
Yes.

Q.	How much risk should I be willing to take?
Your unique circumstances and personal objectives dictate the method of investing as well as the types of vehicles chosen to help pursue them.

Q.	Have you ever been charged with any breaches?
No.

Q.	How do you charge for your services?
Fee based asset management, hourly consulting, and comprehensive financial plans.

Q.	What financial institution(s) do you represent?
I am an independent Certified Financial Planner" professional. I represent the whole universe of available products. My broker dealer LPL Financial has no proprietary products.

Q.	What financial institutions do you represent?
I am an independent Certified Financial Planner" professional. I represent the whole universe of available products. My broker dealer LPL Financial has no proprietary products.