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Mark Timko

Advisor at LPL Financial

Updated today

Location

Waynesville, MO 65583

Credentials

Series 63, Series 65

Industry experience

23 years

About

Mark Timko is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior work includes long tenures at First Command Financial Services and First Command Advisory Services, followed by shorter roles at The Investment Center, Inc. and IC Advisory Services, Inc. Outside of advising, he is involved in insurance sales through his own business, Timko Financial. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports a wide range of investment strategies and delivery options, backed by an in-house research team and a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

107 Ichord Ave

Waynesville, MO 65583

Most active in

Missouri · Texas

Work history

LPL Financial

2025 - Present (1 year)

Ic Advisory Services, Inc.

2024 - 2025 (1 year)

The Investment Center, Inc.

2024 - 2025 (1 year)

First Command Advisory Services

2015 - 2023 (8 years)

First Command Financial Services

2002 - 2023 (21 years)

First Command Financial Planning

2002 - 2023 (21 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Marylynn F

Series 65

Richland, MO

LifeSteps Financial

Marylynn Ford is a Series 65-licensed financial advisor with 14 years of experience at LifeSteps Financial, where she has worked since 2012. She is based in Richland, MO, and is one of three advisors at the firm. LifeSteps Financial serves a diverse client base including individuals, families, high-net-worth clients, trusts, estates, businesses, retirement plan participants, and charitable organizations. The firm employs an ETF-centric investment approach based on Modern Portfolio Theory, with tactical asset allocation and strategic use of cash, and integrates financial planning into its advisory services.

Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Mark V

Series 63, Series 65

Saint Robert, MO

First Command Advisory Services

Mark Verry is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 designations. He has been with First Command Brokerage Services Inc. since 2024 and also serves in the United States Army. First Command serves a broad mix of individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management models, brokerage recommendations, and insurance and banking product distribution via affiliated entities. The firm emphasizes ongoing, advisor-led planning relationships and offers a structured Tailored Professional Services engagement for individual clients.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Jamie C

Series 66

Saint Robert, MO

First Command Advisory Services

Jamie Carpenter is a financial advisor with First Command Advisory Services in Saint Robert, MO, holding a Series 66 designation and seven years of industry experience. Prior to joining First Command in 2018, Jamie worked at Infuze Credit Union. Jamie also owns a financial planning business, Jamie Carpenter & Associates. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, and insurance and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured engagements such as Tailored Professional Services and Asset Management Solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Travis W

Series 66

St Robert, MO

First Command Advisory Services

Travis Williams is a financial advisor with First Command Advisory Services in Rolla, MO, holding a Series 66 designation and six years of industry experience. His career includes roles at First Command Advisory Services, First Command Insurance Services, First Command Financial Planning, Bosch, Giant Cement, Mellow Mushroom, and five years of service in the Navy. He is also the owner of Travis S Williams & Associates LLC, an entity established to assist with his work at First Command. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through a multi-service platform that combines financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm focuses on advisor-led, face-to-face financial coaching and structured planning engagements, supported by an in-house investment management team that manages model portfolios on a discretionary basis.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Michael H

Series 66

St Robert, MO

First Command Advisory Services

Michael Hamer is a financial advisor at First Command Advisory Services in Rolla, MO, holding a Series 66 designation with five years of industry experience. Prior to joining First Command, he served six years in the United States Air Force. He is also the owner of Michael Hamer and Associates, an independent contract business related to his advisory duties. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and offers structured engagements with ongoing financial coaching and model portfolio management.

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Howard A

Series 66

Saint Robert, MO

First Command Advisory Services

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Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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