Unclaimed
Timothy Knapper is a financial advisor with Ameriprise Financial Services, LLC. He has over 15 years of experience in the financial industry and is registered with the state of Michigan. Timothy holds Series 7 and Series 66 licenses and is a registered investment advisor in the state of Michigan. His previous experience includes positions at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, FIFTH THIRD SECURITIES, INC. and CITIGROUP GLOBAL MARKETS INC. Timothy specializes in providing financial advice to individuals, businesses, and families. Timothy offers a range of services including financial planning, asset allocation, portfolio management, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MI
05/30/2017 - Present
Ameriprise Financial Services, LLC (Kalamazoo MI)
MI
01/09/2015 - 06/06/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (KALAMAZOO MI)
MI
04/21/2009 - 01/12/2015
FIFTH THIRD SECURITIES, INC. (KALAMAZOO MI)
MI
04/01/2008 - 04/20/2009
CITIGROUP GLOBAL MARKETS INC. (KALAMAZOO MI)
BOTH
Issued 04/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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