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Timothy K

Series 65, Series 63

Fort Collins, CO

Cambridge Investment Research Advisors

Timothy Knopp is a financial advisor with Cambridge Investment Research Advisors in Fort Collins, CO, holding Series 63 and Series 65 licenses with 10 years of industry experience. Prior to joining Cambridge in 2020, he worked at Pfs Investment Inc and Primerica Financial Services. Outside of advising, he is involved with Gates Fireplace Services and is also employed by AB InBev. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services delivered through independent financial professionals using a range of portfolio management strategies and platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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James C

Series 66

Fort Collins, CO

Cambridge Investment Research Advisors

James Cox III is a financial advisor with Cambridge Investment Research Advisors, holding the Series 66 designation and bringing 20 years of industry experience. His prior experience includes eight years at LPL Financial and four years at SII Investments, Inc. Outside of his advisory work, he serves as a technician for a family-owned remediation company. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, employing various portfolio management approaches and emphasizing both proprietary and third-party strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Jeffrey T

Series 66

Fort Collins, CO

Cambridge Investment Research Advisors

Jeffrey Todd is a financial advisor with Cambridge Investment Research Advisors in Fort Collins, CO, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at LPL Financial, Grove Point Investments, and H. Beck, Inc. Cambridge Investment Research Advisors serves a diverse client base, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm utilizes a variety of investment platforms and strategies, including proprietary and unaffiliated model portfolios, and provides institutional features such as advisor transition support and compliance oversight.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Stan E

Series 66

Fort Collins, CO

Cambridge Investment Research Advisors

Stan Emery is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 26 years of industry experience, including prior roles at Navigation Wealth Management and Navigation Financial Services. Emery is a board member and president of the RMHS Booster Club in Fort Collins, CO. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing multiple investment platforms and proprietary model strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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