LPL Financial announced that financial advisors Timothy Heisterkamp, CFP, and Max Neese, CFP have joined LPL Financial’s broker-dealer, RIA and custodial platforms. And they reported serving approximately $200 million in advisory, brokerage and retirement plan assets, and join LPL from Cambridge.
Heisterkamp – who has been an advisor since 1998 – built the Jefferson, Iowa-based practice from the ground up following an initial career as a high school economics teacher. And Neese’s entry into the financial services sector was inspired early on by Heisterkamp, who was a guest speaker at Neese’s high school class to discuss the world of investing.
Neese shadowed Heisterkamp in college and two years ago he joined the practice full time as Heisterkamp’s succession plan. And together – along with support from Registered Assistant Kim Bendickson – they are dedicated to fostering lifelong partnerships with clients while serving as their financial confidants. They also offer a broad spectrum of financial services ranging from education planning to comprehensive estate planning, empowering individuals and business owners to identify their goals and make informed decisions throughout each critical stage of life.
KEY QUOTES:
“I was captivated by the concept of the time value of money and how investing may help your wealth potentially grow over time. I left the class thinking, ‘I want to do what that guy does.’”
“Our client base is highly active, and our office is a hub of constant activity. We are committed to proactively caring for our clients, working toward providing unparalleled service and personalized experience that you wouldn’t find anywhere else.”
– Max Neese
“When we went down to LPL’s headquarters in February for a demo, we were immediately impressed by the innovative technology and resources. We’ll be able to work faster and more efficiently since everything is integrated into one system, including account opening paperwork.”
– Timothy Heisterkamp
“We welcome Tim and Max to LPL and look forward to supporting the next chapter of their journey. As a leader in the industry, our size and stability position us to be a long-term partner to our advisors. We are committed to continually investing in our advisors’ businesses, ensuring they have access to the technology, products, platforms and innovative capabilities that can help them differentiate their practices and be successful business owners today and into the future.”
– Scott Posner, LPL Executive Vice President, Business Development
