Timothy M Gottfredson
Investment adviser representative at Capita Financial Network, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.3BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Capita Financial Network, LLCSep 2021 to now
- Flex Transportation, LLCFeb 2016 to now
- Ep Wealth AdvisorsOct 2020 to Sep 2021
- Financial Insight CenterJan 2018 to Sep 2020
- The Insight Group Insurance Agency, LLCJan 2018 to Sep 2020
- Utah Divorce PlannersSep 2016 to Dec 2017
- Raymond James Financial Services Advisors Inc.Feb 2015 to Jan 2018
- Peterson Wealth ServicesJul 2014 to Jan 2018
- Raymond James Financial ServicesJul 2014 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (UT).
Capita Financial Network, LLC
$2.3BAssets managed
2,888Clients
37Advisers
8 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
- 5530400
- Firm CRD
- 290558