Timothy
Gottfredson
Capita Financial Network, LLC
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About this Advisor
Timothy Gottfredson is a certified financial planner who works in Sandy, Utah with 2 years of industry experience. Gottfredson currently works for Capita Financial Network, LLC. Gottfredson has gained experience at Fidelity Investments, Cuso Financial Services, Lp, Wells Fargo, Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Peterson Wealth Services, Flex Transportation, LLC, Utah Divorce Planners, Financial Insight Center, The Insight Group Insurance Agency, LLC, Ep Wealth Advisors and Capita Financial Network. Gottfredson has a Series 63 license, qualifying them as a securities representative, and is approved to serve investors in Utah. Capita Financial Network, LLC is a financial advisory company based in Sandy, UT. The company has a total of 31 people on staff. It has $1 billion in assets among its 4,297 customer accounts, placing it among the bigger firms in the nation by assets under management. Of its 4,297 client accounts, just 13% belong to high-net-worth clients who have at least $1 million in investable assets. Capita Financial Network, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fees largely depend on which services the firm provides the client. Fee types billed by Capita Financial Network, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capita Financial Network, LLC Brokerage Details
$1,163,105,301
31
4,297
$270,678
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Timothy Gottfredson Work History
Timothy has been registered as a financial advisor for 2 years.*
Capita Financial Network
Flex Transportation, LLC
Ep Wealth Advisors
Financial Insight Center
The Insight Group Insurance Agency, LLC
Utah Divorce Planners
Raymond James Financial Services Advisors Inc
Wells Fargo
Raymond James Financial Services
Peterson Wealth Services
Cuso Financial Services, Lp
Fidelity Investments
*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 Gottfredson 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 Capita Financial Network, LLC
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
Sandy, UT
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.
