Unclaimed
Timothy Jansen is an investment advisor representative associated with Sapient Capital LLC, based in Indianapolis, Indiana. Timothy has been in the industry since 2013 and holds the Series 66, Series 7 and SIE licenses. Timothy has previous experience with STIFEL, NICOLAUS & COMPANY, INCORPORATED. Timothy's specializations include financial planning, portfolio management for individuals, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Family office 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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IN
02/17/2023 - Present
Sapient Capital LLC (INDIANAPOLIS IN)
IN
09/06/2018 - 03/17/2023
STIFEL, NICOLAUS & COMPANY, INCORPORATED (INDIANAPOLIS IN)
BOTH
Issued 02/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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