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Advisors / Kansas / Fort Scott
28yrs

Tim Heiser

Financial advisor at LPL Financial

Tim Heiser is a fiduciary financial advisor in Fort Scott, Kansas, with 28 years in the industry. Tim joined LPL Financial in 2021, after 23 years at Waddell & Reed. Tim holds the CFP® designation.

One of 6 advisors with offices in Fort Scott, and one of 6 fiduciaries.

Fort Scott, KS 66701CFP®Top advisor by experience in Fort ScottFiduciary advisor
Call LPL FinancialDirections

At a glance

Experience28 years (since 1998)
How that compares ?Top advisor by experience in Fort Scott
Office202 East 23rd Street, Fort Scott, KS 66701
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states

Services through LPL Financial

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2021 – now
    LPL Financial LLCCurrent firm
  2. 1998 – 2021
    Waddell & ReedPreviously

Questions to ask Tim

Tailored to Tim’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Tim

How do I contact Tim?

Call LPL Financial at (704) 733-3300 and ask for Tim Heiser. Tim works from the Fort Scott, KS office.

How long has Tim been a financial advisor?

Tim has been in the industry since 1998, about 28 years. Top advisor by experience in Fort Scott.

What licenses does Tim hold?

Series 66. Tap any license on this page to see what it allows.

Is Tim a fiduciary?

Tim is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Tim paid?

LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Tim for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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