Timothy Bogert, financial advisor Rochester MI

Timothy Bogert

CRD Number: 1017640
Current Firm: Prosperity Capital Advisors

Timothy Bogert (CRD# 1017640) is an Investment Advisor Representative working at Prosperity Capital Advisors in Rochester, MI and has over 41 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
C2p Capital Advisory Group D.b.a. Prosperity Capital Advisors Westlake, OH Jun 2023 - Current < 1
Comprehensive Planning Strategies (d.b.a. For Advisory Business) Rochester, MI Jun 2023 - Current < 1
Lpl Financial LLC Southfield, MI Dec 2003 - Jun 2023 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1982
Contact Info for Timothy P. Bogert
Phone Number: 440-875-6555
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    1,712
    MILLIONS
  • Total Number of Accounts
    7,565
    ACCOUNTS
  • Average Account Value
    $226,362
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA

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