TK
TK

Timothy Knapper

17 Years of Experience
Kalamazoo, MI
Broker

Timothy Knapper is a registered investment advisor at Ameriprise Financial Services, LLC, based in Kalamazoo, MI, with 17 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

350 E Michigan Ave Ste 215, Kalamazoo, MI, 49007

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Timothy engages in fiduciary activities and holds a real estate license. The filing does not specify the time commitment for these activities.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2017 - Present · 9 yrs 4 mos
Ameriprise Financial Services, LLCBroker
May 2017 - Present · 9 yrs 4 mos
Ameriprise Financial Services, LLC
May 2017 - Present · 9 yrs 4 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
January 2015 - June 2017 · 2 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2015 - June 2017 · 2 yrs 5 mos
Fifth Third Securities, INC.
April 2009 - January 2015 · 5 yrs 9 mos
Fifth Third Securities, INC.Broker
April 2009 - January 2015 · 5 yrs 9 mos
Citigroup Global Markets INC.Broker
April 2008 - April 2009 · 1 yr
State Registrations1 state
MI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Timothy Knapper - Financial Advisor | TrueAdvisor