Timothy KnappCRD Number: 6326421
Current Firm: Edward Jones
Timothy Knapp (CRD# 6326421) is an Investment Advisor Representative working at Edward Jones in Harbor Springs, MI and has over 3 years of experience in the finance industry.
Dynamic Wealth Advisors
Northwestern Mutual Investment Services,llc
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Edward Jones||St Louis, MO||May 2014 - Current||3|
|Mclaren||Petsokey, MI||Dec 2011 - Feb 2014||2|
|My Heart Partners, Pc||St. Joseph, MI||Feb 2002 - Dec 2011||9|
|Heart Works, LLC||St. Joseph, MI||Feb 2002 - Dec 2011||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management262,473MILLIONS
Total Number of Accounts2,049,107ACCOUNTS
Average Account Value$128,091
- A percentage of assets under your management
- 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)
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, WY
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