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Geisbauer Wealth Management
2655 First Street, Suite 250
Simi Valley, CA 93065
(805) 558-8497
“Independent CERTIFIED FINANCIAL PLANNER® Professional”
Advisor Profile
Tim W. Geisbauer, MBA, CFP®
Name:  Tim W. Geisbauer, MBA, CFP®
Phone Number:  (805) 558-8497
Website:  Visit Website

About Geisbauer Wealth Management

Our goal at Geisbauer Wealth Management is to be your most trusted advisor through our professional knowledge, our integrity and our personalized service. We are completely independent and this ensures we will always have the freedom to act in your best interest.

Lower risks, lower investment costs and consistent, competitive returns. We do this through a variety of unique 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 consistent, 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 solid 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 Offered through LPL Financial Member FINRA/SIPC
 

General Information

Gender:    Male
CRD#:    4799605
Insurance License#:    0E46196
Name of Broker/Dealer:    LPL Financial Corporation
States Licensed in:    CA, AZ, FL, ID, IL, IN, MD, NJ, NM, NV, OR, TX, UT, WA, WY.
Years of Experience in Financial Services:    9
Number of Years with Current Firm:    9
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Businesses
 

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:    Annuities, Insurance, Structured Products, Stocks, Mutual Funds, Bonds, Options & Futures, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Mortgages & Real Estate, FOREX & Currency, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 7, Series 24, Series 66
Insurance and Annuity Licenses:    Long Term Care, Life, Variable Life, Variable Annuity, Annuity, Disability, Health
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

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an 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
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    25,000
Compensation Methods:    Flat Fee, Based on Assets, Subscriptions, Hourly, Commissions
Fee % Based on Assets:    1
Hourly Rate:    $200
 
 
 
Prepared By: Tim W. Geisbauer, MBA, CFP®

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