Timothy Kneen, financial advisor Englewood CO
83 score

Timothy Kneen

CRD Number: 1332458
Current Firm: Lumina Advisors, LLC

Timothy Kneen (CRD# 1332458) is an Investment Advisor Representative working at Lumina Advisors, LLC in Englewood, CO and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Ifam Capital Greenwood Village, CO Jun 2016 - Current 1
Ifam Capital Greenwood Village, CO Mar 2015 - Jun 2016 1
Ifm Capital Advisors, LLC Greenwood Village, CO Jan 2014 - Mar 2015 1
Ubs Financial Services Inc. Denver, CO Oct 2007 - Jan 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1985
S65 NASAA Investment Advisors Law Examination Jan 1992
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Timothy B. Kneen
Phone Number: 303 882-5520
Registered State(s):
  • CO
Current Firm Details
Lumina Advisors, LLC
Firm's CRD Number: 289712
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States


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