Timothy
Lapean

Thoughtful Financial Planning, LLC

CRD#2882648
Investment Advisor
in Minneapolis, MN

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About this Advisor

Timothy Lapean is a certified financial planner who works out of Minneapolis, Minnesota with 9 years of relevant experience. Lapean currently works for Thoughtful Financial Planning, LLC. Lapean has gained experience at Ameriprise Financial Services, Inc, Ameriprise Financial Services, Inc, Gradient Financial Group, LLC, Timothy J. Lapean, Sole Proprietor, Thoughtful Financial Planning and Metro Transit. Lapean has a Series 63 license, certifying them as a securities broker, and can serve investors in Minnesota. Thoughtful Financial Planning, LLC is an advisory firm operating in Minneapolis, Minnesota.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

9 years

Office Location

314 Clifton Avenue Suite 105
Minneapolis, MN 55403

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Timothy Lapean Work History

Timothy has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Thoughtful Financial Planning

2009 - Present (15 years)

Timothy J. Lapean, Sole Proprietor

2014 - 2016 (2 years)

Metro Transit

2013 - 2013 (< 1 year)

Ameriprise Financial Services,Inc

2013 - 2014 (1 year)

Gradient Financial Group, LLC

2007 - 2013 (6 years)

Ameriprise Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

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

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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