Timothy Allen Kamin

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1996 → 07/2021
  Waddell & Reed, Inc.
  St Charles, IL
• 09/1996 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  St Charles, IL
• 07/2021 → Present
  Lpl Financial Llc
  St Charles, IL

Previous Registrations

• 1997-06-13 → 2021-07-21
  Waddell & Reed
  Elgin, IL
  Savage, MN
  St Charles, IL

Other Businesses

1- 10/11/2021 - Joint Impact, LLC - Business Entity For Tax/Investment Purposes Only - Non Investment Related - Saint Charles, IL, 60174 - Start Date:8/2019 - 0 Hrs/Mth - 0 Hrs During Trading. 2- 10/11/2021 - Joint Impact Wealth Partners - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Investment Related - Saint Charles, IL, 60174 - Start Date:8/2019 - 0 Hrs/Mth - 0 Hrs During Trading. 3) 06/11/2025 - DataAnnotation - Not Investment Related - Outside/W-2 Employment - Home Based - Start Date:06/02/2025 - 20 Hrs/Mth - 0 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-06-13
• S63 Uniform Securities Agent State Law Examination
  1996-08-14

Other Names

• Tim Kamin