Timothy Knopp

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 11/2020
  Pfs Investment Inc
  Loveland, CO
• 11/2015 → 11/2020
  Primerica Financial Services
  Loveland, CO
• 06/2014 → 02/2019
  2X Strong Llc
  Loveland, CO
• 11/2019 → Present
  Gates Fireplace Services
  Loveland, CO
• 11/2020 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2020 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2017-02-07 → 2020-11-17
  Pfs Investments Inc.
  Loveland, CO

Other Businesses

1) SMART PRO FINANCIAL, 938 WISTERIA DR, LOVELAND, CO, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES,11/17/20, NIR, 10/MO- 0/TRADING 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 11/16/20 3) AB INBEV, 3515 Richards Lake Road, Fort Collins CO 80524, United States, 10/24/2022, W2 Employee, Agriculture, NIR, 80 HR/MO - 60 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-31
• S63 Uniform Securities Agent State Law Examination
  2016-09-30

Other Names

• Timothy Ryan Knopp