Timothy Gottfredson, financial advisor Sandy UT

Timothy Gottfredson

CRD Number: 5530400
Current Firm: Capita Financial Network, LLC

Timothy Gottfredson (CRD# 5530400) is an Investment Advisor Representative working at Capita Financial Network, LLC in Sandy, UT and has over 15 years of experience in the finance industry. Timothy Gottfredson 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
Capita Financial Network Sandy, UT Sep 2021 - Current 2
Flex Transportation, LLC Woods Cross, UT Feb 2016 - Current 8
Ep Wealth Advisors Torrance, CA Oct 2020 - Sep 2021 < 1
Financial Insight Center Salt Lake City, UT Jan 2018 - Sep 2020 2
The Insight Group Insurance Agency, LLC Salt Lake City, UT Jan 2018 - Sep 2020 2
Raymond James Financial Services Advisors Inc. South Ogden, UT Feb 2015 - Jan 2018 2
Raymond James Financial Services South Ogden, UT Jul 2014 - Jan 2018 3
Peterson Wealth Services Ogden, UT Jul 2014 - Jan 2018 3
Utah Divorce Planners South Ogden, UT Sep 2016 - Dec 2017 1
Wells Fargo Salt Lake City, UT Jun 2014 - Jul 2014 < 1
Unemployed North Salt Lake, UT Mar 2014 - Jun 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
Contact Info for Timothy M. Gottfredson
Phone Number: 801-566-5058
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    1,461
    MILLIONS
  • Total Number of Accounts
    4,976
    ACCOUNTS
  • Average Account Value
    $293,644
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, HI, ID, MO, NC, NE, NV, OR, TX, UT, WA, WY

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