Broker Check

Awards

Awards that Timothy R. Knapp, CFP® has received:

In 2016, Northwest University honored Timothy by presenting him with the Alumnus of the Year award for 2016-2017.

In 2015, Timothy was recognized for his achievement in providing outstanding quality services to his clients and was awarded the *Five Star Wealth Management* Award by Five Star Professional.

In 2013, 2014, 2015 and now 2016, Timothy was recognized for his achievement in providing exceptional service and dedication to meeting the needs of his clients and was awarded the President's award by Cetera Advisor's, LLC.

In 2012, Timothy was recognized for his achievement in providing exceptional service and dedication to meeting the needs of his clients and was awarded the All Star award by Multi-Financial.

In 2009, Timothy was recognized for his philanthropic efforts by Pacific West Financial Group and was presented with a Philanthropic award.

In 1996, Timothy was recognized for his charitable efforts in advocating for the victims of domestic violence and was awarded by Northwest Family Life, a Seattle domestic violence counseling organization.

In 1996, Timothy was recognized for his charitable efforts and received an award, entitled "Angel in Seattle", which was presented by The Intiman Theatre and The AT&T Company.

*The Five Star Wealth Management Award, administered by Crescendo Business Services, LLC (dba Five Star Professional), identifies a percentage of wealth managers within a local region (click here for research statistics) who satisfy objective eligibility and evaluation criteria associated with providing quality services to clients. Wealth managers do not pay a fee to be considered or awarded.  Factors considered include: credentialed as a registered investment adviser or an investment adviser representative, a minimum of five years of experience in the financial services industry, *favorable regulatory and compliant history review, internal firm review, acceptance of new clients, one year and five year retention rates, non-institutional discretionary and/or non-discretionary client assets administered, number of client households, and education and professional designations.

*A favorable regulatory and complaint history is defined by Five Star Professional to mean that the wealth manager has not: been subject to a regulatory action that resulted in a license or registration being suspended or revoked, or payment of a fine, had more than a total of three settled or pending customer complaints filed against them (excluding dismissed complaints) with any regulatory authority or through Five Star Professional’s consumer complaint process, individually contributed to a financial settlement of a customer complaint, filed for personal bankruptcy, been convicted of a felony. 

Recognition from rating services or publications is no guarantee of future investment success.  Working with a Five Star Wealth Manager does not ensure that a client or prospective client will experience a higher level of performance or results. The inclusion of a wealth manager on The Five Star Wealth Manager Award list should not be construed as an endorsement of the adviser by any client nor are they representative of any one client’s evaluation.

For more information on the Five Star Award and the research/selection methodology, please visit www.fivestarprofessional.com.