Timothy Knauf
Timothy Knauf is a ChFC-designated registered investment advisor at Midwest Financial Associates, INC., based in Rockford, IL, with 36 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 263 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.90% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Prior to January 1, 2026, the fee is 0.90% per year for bonds, stocks, mutual funds and annuities. Fees may be negotiable for clients with over $3,000,000, potentially as low as 0.50% per year.
Fee Estimator
Location
4615 E State Street, Suite 102, Rockford, IL, 61108
Get directionsHistory
Regulatory History (3)
Regulatory
March 2013Regulatory
February 2013Employment Separation After Allegations
February 2011Other Business ActivitiesSells Insurance
Timothy is a shareholder in The Pension Specialists, Ltd., providing 401k plan administration services, dedicating minimal time. He is also a shareholder and Area Sr. Vice President at Arthur J. Gallagher & Co., involved in the sale and distribution of insurance products, dedicating about a quarter of his time.
Employment History
Current Registrations
Midwest Financial Associates, INC.
Previous Registrations
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.