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.
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.
|Firm Start Year:||2002|
|No. of Employees:||2-4|
|Name of Broker/Dealer:||LPL Financial Corporation|
|States Licensed in:||TX, AZ, CA, FL, ID, IL, NJ, NY, and UT|
|Number of Years with Current Firm:||17|
|Work with the following types of clients:||Non-Profit Organizations, Individual Investors, Businesses|
|Advisory Services Provided:||Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts|
|Investment Types:||Mutual Funds, Mortgages & Real Estate, Structured Products, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Insurance, Annuities, Stocks, Bonds, Options & Futures, FOREX & Currency, Socially Responsible Investments (SRI)|
|Can meet clients in the following ways:||Your Home, Phone, Video Conference, Email, Your Office, Our Office, Our Offices|
Qualifications & Memberships
|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.|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||25,000|
|Compensation Methods:||Commissions, Based on Assets, Hourly, Flat Fee|
|Fee % Based on Assets:||1|
|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.
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.
|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.
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.
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.
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.
|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.
|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.
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.
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.
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.
How do you charge for your services?
Fee based asset management, hourly consulting, and comprehensive financial plans.
How many clients do you currently manage?
Hourly or fee-based asset management.
Will you be the only person working with me?
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.
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
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
Additional Detailed Disclosures
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 5:00 PM|
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