Timothy Paul Bogert

Current Employers

Employment History

• 12/2003 → 06/2023
  Lpl Financial Llc
  Southfield, MI
• 06/2023 → Present
  C2P Capital Advisory Group D.b.a. Prosperity Capital Advisors
  Westlake, OH
• 06/2023 → Present
  Comprehensive Planning Strategies (D.b.a. For Advisory Business)
  Rochester, MI

Previous Registrations

• 2010-04-23 → 2023-06-26
  Lpl Financial Llc
  Southfield, MI
  Southfield, MI
  Rochester, MI

Other Businesses

(1) Mr. Bogert is a licensed insurance agent. In this capacity, he may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Mr. Bogert spends approx. 10 hrs/week during trading hours on this activity. (2) Timothy Bogert is the owner of Comprehensive Planning Strategies, which is the operating entity for Mr. Bogert’s advisory and insurance business and the dba he uses to promote his advisory activities. Mr. Bogert spends approximately forty hours per week during trading hours working under this entity. (3) Timothy Bogert is the owner of TK Investment Properties. In this role, Tim buys and sells real estate. This is an investment related activity. Mr. Bogert spends approximately one hour per month on this activity during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-11-08

Designations

Other Names

• Timothy Paul Rogert