VETTED
Tim W. Geisbauer
CFP®
Tel: 936-219-5022 212 S. Timberland Drive Suite L Lufkin, TX 75901
Independent CERTIFIED FINANCIAL PLANNER® Professional
About Tim W. Geisbauer
Tim Geisbauer is Founder of Geisbauer Wealth Management, a comprehensive wealth planning firm. Tim has been helping individuals and their families create strategies that see to maximize their personal wealth and attain financial confidence for over 17 years. He is a Certified Financial Planner™ professional and a Registered Principal working through LPL Financial, a registered broker dealer. Tim strives to be your most trusted advisor through his hard work, loyalty, and availability of professional resources. He is a committed partner in helping clients work towards what is meaningful in their lives. He is completely independent and this ensures he has the freedom to act in your best interest through an advisory relationship.
Tim believes the best way to pursue financial success is to embrace a life-long financial plan coupled with proper investment risk management. Tim's ultimate goal is to protect your money during times of anticipated negative volatility so there is capital to invest when new opportunities present themselves. Tim has a Bachelor of Arts degree in Economics from California State University at Northridge and a Masters of Business Administration in Financial Planning from California Lutheran University. He also holds the FINRA series 7, 66, and 24 securities registrations through LPL Financial.
Tim, his wife Carrie, and their sons Logan and Luke reside in Lufkin Texas with their retired guide dog breeder Bea.
About Geisbauer Wealth ManagementTim believes the best way to pursue financial success is to embrace a life-long financial plan coupled with proper investment risk management. Tim's ultimate goal is to protect your money during times of anticipated negative volatility so there is capital to invest when new opportunities present themselves. Tim has a Bachelor of Arts degree in Economics from California State University at Northridge and a Masters of Business Administration in Financial Planning from California Lutheran University. He also holds the FINRA series 7, 66, and 24 securities registrations through LPL Financial.
Tim, his wife Carrie, and their sons Logan and Luke reside in Lufkin Texas with their retired guide dog breeder Bea.
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.
See DisclosuresExtensive 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.
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
General Information
CRD#:
4799605
Firm CRD#:
6413
Insurance License#:
0E46196
Name of Broker/Dealer:
LPL Financial Corporation
States Licensed in:
TX, AZ, CA, FL, ID, IL, NJ, NY, and UT
Years of Experience in Financial Services:
17
Number of Years with Current Firm:
17
Work with the following types of clients:
Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided:
Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Risk Management, Money Management, Wealth Management, Retirement Planning
Compliance
Registered Investment Advisor:
No
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
Qualifications & Memberships
Certifications, Accreditations & Designations:
CFP®
Securities Licenses:
Series 7, Series 24, Series 66
Insurance and Annuity Licenses:
Long Term Care, Variable Life, Disability, Annuity, Life, Variable Annuity
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.
Services
Investment Types:
Mortgages & Real Estate, Exchange Traded Funds (ETFs), Commodities, Insurance, Annuities, Stocks, Bonds, Options & Futures, FOREX & Currency, Mutual Funds, Alternative Investments, Structured Products, Socially Responsible Investments (SRI)
Can meet clients in the following ways:
Your Office, Video Conference, Our Offices, Your Home, Our Office, Phone, Email
Compensation and Fees
Fee Structure:
Fee-Based
Minimum Portfolio Size for New Managed Accounts:
25,000
Compensation Methods:
Commissions, Based on Assets, Hourly, Flat Fee
Fee % Based on Assets:
1
Hourly Rate:
$100
Preferred meeting methods
I provide a free initial consultation:
Yes
Financial Planning for Individuals
We help our clients pursue their personal financial goals by utilizing sophisticated computer-modeling tools and timely market intelligence. These tools allow us to continually monitor your wealth and help you toward your personal financial goals.
Because life's variables are constantly changing, we monitor and provide regular reviews so you can be confident your wealth plan is current and dynamic.
LPL Financial offers no proprietary products which allows us to recommend or reject any specific investment product. Our recommendations are independent and based solely on whether the investment fits your specific needs. This situation also keeps are client's ongoing education pure.
Because life's variables are constantly changing, we monitor and provide regular reviews so you can be confident your wealth plan is current and dynamic.
LPL Financial offers no proprietary products which allows us to recommend or reject any specific investment product. Our recommendations are independent and based solely on whether the investment fits your specific needs. This situation also keeps are client's ongoing education pure.
Insurance Planning
Our wealth planning process is designed to continually
steer you toward your desired long-term financial goals and objectives. Because life's variables are constantly
changing, we monitor and provide regular reviews so you can be confident your wealth plan is current and dynamic.
Our risk management process continually examines any risks which could be catastrophic to you and your family. We continually evaluate life, long-term care, and disability coverage for adequacy throughout the various stages of your life.
Our risk management process continually examines any risks which could be catastrophic to you and your family. We continually evaluate life, long-term care, and disability coverage for adequacy throughout the various stages of your life.
Investment Advice & Management
We construct customized portfolios utilizing passive and
active investment products. LPL Financial offers no proprietary products which allows us to recommend or reject any specific investment product. Our recommendations are independent and based solely on whether the investment fits your specific needs. This allows us to purely pursue lower risks, lower investment costs and competitive returns for you. Our core focus is to be an opportunistic, all-market, all-weather investment risk manager.
Each portfolio is individually managed to provide a personalized blend of investments tailored to your personal goals, time horizon and risk tolerance. This approach helps manage risks as part of our goal to help you to earn more competitive returns.
Each portfolio is individually managed to provide a personalized blend of investments tailored to your personal goals, time horizon and risk tolerance. This approach helps manage risks as part of our goal to help you to earn more competitive returns.
Retirement Planning
Retirement planning is more essential than ever. With changes in markets and possible new regulations, it makes sense to do everything possible to work towards your future. We take the mystery out of financial planning for the long-term, whether your portfolio is modest or substantial.
You've Earned It - Put It to Work for You: You are not like anyone else. Your situation is unique, but we're pretty sure you want to be able to provide for your needs and goals in the future. Your interests will always come first when it comes to our retirement planning services. We strive to be your all-weather risk manager. Whether your goal is to aggressively grow your nest egg or reallocate it more effectively, we offer a menu of custom strategies you will be comfortable with.
You've Earned It - Put It to Work for You: You are not like anyone else. Your situation is unique, but we're pretty sure you want to be able to provide for your needs and goals in the future. Your interests will always come first when it comes to our retirement planning services. We strive to be your all-weather risk manager. Whether your goal is to aggressively grow your nest egg or reallocate it more effectively, we offer a menu of custom strategies you will be comfortable with.
Wealth Management
Your wealth management strategy should be crafted with only you in mind. A cookie-cutter approach to investment objectives seldomly works, and that is not what we present. Our mission is to provide thoughtful, personalized wealth planning and investment guidance for individual clients. Call today for a complimentary review of your portfolio and get to know a fresh, new way of investing.
Preserving Your Interests with Wealth Management If you are seeking independent, informed advice about investing your money, you need a wealth management consultant committed to you. Our goal is to shield your investment from the market's stormier times, and help enable it to grow.
Preserving Your Interests with Wealth Management If you are seeking independent, informed advice about investing your money, you need a wealth management consultant committed to you. Our goal is to shield your investment from the market's stormier times, and help enable it to grow.
Risk Management
Risk management is about imagining the future and planning for all possibilities. It is an essential part of wealth management you can't afford to be without. While it's impossible to know with certainty what life will bring, we seek to lower your risk of loss. We aim to do this by carefully managing your financial health and putting insurance protections into place. Call Tim Geisbauer for a thorough discussion of ways to potentially keep your money more appropriately allocated and your liabilities in check.
The choices you make now will impact those you love now and far into the future. Risk management is built into the services we provide to our clients, reaching into every applicable area from taxes to insurance to your entire investment approach. We have years of experience helping individuals with many levels of risk tolerance work toward the goals they seek. We would like to help you realize new possibilities with confidence.
The choices you make now will impact those you love now and far into the future. Risk management is built into the services we provide to our clients, reaching into every applicable area from taxes to insurance to your entire investment approach. We have years of experience helping individuals with many levels of risk tolerance work toward the goals they seek. We would like to help you realize new possibilities with confidence.
Estate Planning & Trusts
It's never too early to consider estate planning to ensure your final wishes are carried out. While no one likes to think about death, it's vital to think about the lives that you leave behind. It's smart financial planning. Geisbauer Wealth Management aims to keep your estate where you want it to be, in the hands of your designees - not the state coffer.
No matter how large or modest, everyone has an estate. It can include your house, vehicles, jewelry, bank accounts and financial investments. These are collectively known as assets, and it is important to preserve them for the people or institutions you want to receive them.
Will your assets be divided exactly the way you want them to be? Will your loved ones be cared for? Our experienced team can guide you and help you review critical documents:
-Your will
-Power of attorney assignment
-Living will or medical power of attorney
-Your trust
-Life insurance
No matter how large or modest, everyone has an estate. It can include your house, vehicles, jewelry, bank accounts and financial investments. These are collectively known as assets, and it is important to preserve them for the people or institutions you want to receive them.
Will your assets be divided exactly the way you want them to be? Will your loved ones be cared for? Our experienced team can guide you and help you review critical documents:
-Your will
-Power of attorney assignment
-Living will or medical power of attorney
-Your trust
-Life insurance
Education Funding and Planning
An education planning strategy can be the greatest gift you ever give your child or grandchild. It could offset escalating tuition costs and can provide tax benefits. We have been helping clients save and invest for college for more than 17 years. Call now and start paving a road to opportunity for your child. The sooner you start, the better.
Think Ahead:
Developing a plan for higher education is critical as tuition rises at about 8 percent a year, according to FinAid.com. Student loans can be a tremendous burden to your child long after he or she graduates. Education planning helps lift that burden by allowing you to plan for college years in advance. It is easy to set up and can fit into almost any budget. Certain programs provide future tuition at today's prices and hefty tax breaks. Is there a better investment than your child's future?
Because You Can't Count on a Scholarship our advisors offer comprehensive education planning services. We will show you exactly how much you need to set aside for your child's post-secondary schooling. Take advantage of strategies that can put you way ahead of the game. It is a fundamental part of the total investment services we provide for clients at every income level.
Think Ahead:
Developing a plan for higher education is critical as tuition rises at about 8 percent a year, according to FinAid.com. Student loans can be a tremendous burden to your child long after he or she graduates. Education planning helps lift that burden by allowing you to plan for college years in advance. It is easy to set up and can fit into almost any budget. Certain programs provide future tuition at today's prices and hefty tax breaks. Is there a better investment than your child's future?
Because You Can't Count on a Scholarship our advisors offer comprehensive education planning services. We will show you exactly how much you need to set aside for your child's post-secondary schooling. Take advantage of strategies that can put you way ahead of the game. It is a fundamental part of the total investment services we provide for clients at every income level.
Money Management
What is your investment approach? Ours is simple. We create a long-term plan just for you and manage your risk. How we achieve this is simple, too: We aim to be your most trusted wealth advisor through loyalty, hard work and relationships with professional resources. Call today and let's look at where you are financially and where you want to be.
From the beginning, Geisbauer Wealth Management has been an independent firm. That means we are beholden to no financial product provider. We don't feel pressure to steer you toward investments that might not be a good fit for you. In a advisory relationship we work on a single flat fee that depends of the size of your account. The larger your account value, the lower the rate tends to be, making more of your money work for you. That is a core value of our investment approach.
We can't promise a rate of return on an account simply because no one can. The market is outside of our control. But our overall investment approach is aimed at risk management, and we strive for this goal in everything we do.
From the beginning, Geisbauer Wealth Management has been an independent firm. That means we are beholden to no financial product provider. We don't feel pressure to steer you toward investments that might not be a good fit for you. In a advisory relationship we work on a single flat fee that depends of the size of your account. The larger your account value, the lower the rate tends to be, making more of your money work for you. That is a core value of our investment approach.
We can't promise a rate of return on an account simply because no one can. The market is outside of our control. But our overall investment approach is aimed at risk management, and we strive for this goal in everything we do.
Portfolio Management
You want investment portfolio management that focuses on benefitting you, and one that keeps your risks in check. In East Texas, you are assured of that at Geisbauer Wealth Management. We are independent, client-focused and transparent in our investment approach.
No matter the size of your account, we are sure we have an investment portfolio management approach that seeks to make the most of your money. Are you saving for your children's education? Are you seeking to boost your retirement income? The time to start is now.
What separates our investment firm from the traditional brokers is in our advisory relationship we broker nothing and do not work on commission. There are no dangling carrots before us that lead you into poorly fitting choices. As an independent LPL financial planner, I have the freedom to choose what is right for you, and work with you to decide what those are.
Our investment portfolio managers offer you all of those services and more with comprehensive wealth management. It is specifically tailored to you and monitored at all times with powerful software developed by the independent research organization we use: LPL Financial. Its software and market intelligence, combined with our acumen and analysis, is a powerful combination that keeps your interests at the forefront.
No matter the size of your account, we are sure we have an investment portfolio management approach that seeks to make the most of your money. Are you saving for your children's education? Are you seeking to boost your retirement income? The time to start is now.
What separates our investment firm from the traditional brokers is in our advisory relationship we broker nothing and do not work on commission. There are no dangling carrots before us that lead you into poorly fitting choices. As an independent LPL financial planner, I have the freedom to choose what is right for you, and work with you to decide what those are.
Our investment portfolio managers offer you all of those services and more with comprehensive wealth management. It is specifically tailored to you and monitored at all times with powerful software developed by the independent research organization we use: LPL Financial. Its software and market intelligence, combined with our acumen and analysis, is a powerful combination that keeps your interests at the forefront.
What are your qualifications? What is your education background?
How do you charge for your services?
How many clients do you currently manage?
Will you be the only person working with me?
How much risk should I be willing to take?
Disclosures
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf
17 Years of Experience
Compliance
Registered RepresentativeYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Research This Advisor
Office Hours
Monday8:00 - 17:00
Tuesday8:00 - 17:00
Wednesday8:00 - 17:00
Thursday8:00 - 17:00
Friday8:00 - 17:00
SaturdayClosed
SundayClosed
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