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FUNDRAISING NEWS | May 01, 2024

LPL Financial Adds Advisor Duo

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Timothy J. Heisterkamp and Max Neese have recently transitioned to LPL Financial, where they continue to serve their clients under the name Journey Financial based in Jefferson, Iowa. Formerly with Cambridge, they manage approximately $200 million in assets. 

Heisterkamp, who began his career in financial advisory in 1998 after teaching high school economics, initially sparked Neese's interest in finance during a guest lecture at Neese's high school. This inspiration led Neese to shadow Heisterkamp during college and subsequently join his practice after graduating. Both hold CERTIFIED FINANCIAL PLANNER designations. 

Together, along with Registered Assistant Kim Bendickson, they are committed to fostering enduring relationships with their clients as trusted advisors. They provide a comprehensive array of financial services, from education planning to estate management, aiding clients in making informed decisions throughout various life stages.

To view the press release, click here. 

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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