Timothy KneelandCRD Number: 1416947
Current Firm: Transamerica Financial Advisors, Inc.
Timothy Kneeland (CRD# 1416947) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cedar Rapids, IA and has over 32 years of experience in the finance industry.
Nations Financial Group, Inc.
Raymond James Financial Services Advisors, Inc.
|Transamerica Life And Protection||Waterloo, IA||Sep 2002 - Current||15|
|Transamerica Financial Advisors, Inc.||Cedar Rapids, IA||Jan 1998 - Current||19|
|Cortland Lic.||Waterloo, IA||Jan 1999 - Dec 2010||11|
|Tim F. Kneeland And Assoc Ltd||Waterloo, IA||Jan 1996 - Dec 2010||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1985|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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