Timothy Michael Magner

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

• 08/2016 → 02/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Waukesha, WI
• 08/2016 → 02/2018
  Bank Of America, N.A.
  Waukesha, WI
• 06/2018 → 04/2019
  Massmutual Life Insurance Co
  Milwaukee, WI
• 07/2018 → 04/2019
  Mml Investors Services, Llc
  Milwaukee, WI
• 02/2018 → 06/2018
  Unemployed
  New Berlin, WI
• 04/2019 → 03/2020
  Unemployed
  New Berlin, WI
• 03/2020 → 05/2021
  Uw Credit Union
  New Berlin, WI
• 09/2021 → Present
  Lpl Financial
  Brookfield, WI
• 04/2021 → 08/2021
  Uw Credit Union
  New Berlin, WI
• 09/2021 → Present
  Bmo Harris Bank
  Brookfield, WI

Previous Registrations

• 2018-08-02 → 2019-04-23
  Mml Investors Services, Llc
  Wauwatosa, WI
• 2016-12-12 → 2018-03-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Waukesha, WI

Other Businesses

1)09/2020 - NOTARY - TIMOTHY MAGNER - 5% - INVESTMENT RELATED - GLENDALE, WI 2)09/2010 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - TEKAY DEVELOPMENT LLC - NOT INVESTMENT RELATED - WAUWATOSA, WI 3)12/28/2021 - BMO Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 09/20/2021 - 40 Hours Per Month/40 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2016-12-08

Other Names

• Timothy M Magner