Timothy Robert Knapp
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
38 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
38 years in the industry.
- United Planners' Financial Services of America A Limited PartnerDec 2021 to now
- United Planners Financial ServicesDec 2021 to now
- Asset Management Strategies, Inc.Apr 1988 to now
- Cascadia Advisory Services, LLCJul 2019 to Dec 2021
- Cetera Advisors LLCJan 2013 to Dec 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
State registrations
Registered as an investment adviser representative in 1 state (WA).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1806377
- Firm CRD
- 20804