Timothy Knapp, financial advisor Bellevue WA
96 score

Timothy Knapp

CRD Number: 1806377
Current Firm: Cetera Advisors LLC

Timothy Knapp (CRD# 1806377) is an Investment Advisor Representative working at Cetera Advisors LLC in Bellevue, WA and has over 28 years of experience in the finance industry. Timothy Knapp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cetera Advisors LLC Denver, CO Jan 2013 - Current 3
Asset Management Strategies Bellevue, WA Dec 1999 - Current 17
Multi-financial Securities Corporation Denver, CO Feb 2012 - Dec 2012 < 1
Pacific West Securities, Inc. Renton, WA Jun 2000 - Feb 2012 11
Pacific West Financial Consultants, Inc. Renton, WA Jun 2000 - Feb 2012 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1988
Contact Info for Timothy R. Knapp
Phone Number: 800-929-3485
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    9,424
    MILLIONS
  • Total Number of Accounts
    47,356
    ACCOUNTS
  • Average Account Value
    $199,001
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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