Timothy
Gottfredson
Capita Financial Network, LLC
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About this Advisor
Timothy Gottfredson is a financial advisor based in Sandy, Utah, working with Capita Financial Network, LLC. Timothy has previously held positions at 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. Timothy has passed the Series 63 regulatory exam and is registered to provide services in Utah. Currently, Timothy is part of Capita Financial Network, LLC, which operates out of Sandy, Utah. The firm has 1 office and 40 employees. The firm manages assets totaling $1.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Capita Financial Network, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capita Financial Network, LLC Brokerage Details
$1,461,172,171
40
4,976
$293,644
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
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
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 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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