Timothy
Jansen

Sapient Capital LLC

CRD#6254988
Investment Advisor
in Indianapolis, IN

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About this Advisor

Timothy Jansen is a financial advisor based in Indianapolis, Indiana, working with Sapient Capital LLC. Timothy has previously held positions at Stifel, Nicolaus & Company, Inc and Sapient Capital LLC. Timothy has passed the Series 66 regulatory exam and is registered to provide services in Indiana. Currently, Timothy is part of Sapient Capital LLC, which operates out of Indianapolis, Indiana. The firm has 2 offices and 42 employees. The firm manages assets totaling $9.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Sapient Capital LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

310 E 96Th Street Suite 200
Indianapolis, IN 46240

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Sapient Capital LLC Brokerage Details

Total Assets Under Management

$9,847,370,185

IN Average: $1,347,246,178
Total Number of Employees

42

IN Average: 46
Total Number of Accounts

5,409

IN Average: 1,775
Average Account Size

$1,820,553

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Timothy Jansen Work History

2023 - Present (1 year)

Sapient Capital LLC

2013 - 2023 (10 years)

Stifel, Nicolaus & Company, Inc

Disclosures

Please visit the SEC profile of Timothy Jansen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sapient Capital LLC

Joshua Shneyderov
Indianapolis, IN
Emily Macintosh
Indianapolis, IN
Thomas Knipp
Indianapolis, IN
Timothy Jansen
Indianapolis, IN
Terry Leffew
Indianapolis, IN
Eduardo Aguirre
Indianapolis, IN
John Vanier
Indianapolis, IN
William Kopp
Indianapolis, IN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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