Advisor at Midwest Financial Associates, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Midwest Financial Associates, Inc.
Location
Rockford, IL 61108
Credentials
ChFC®, Series 63, Series 65
Industry experience
36 years
Timothy Knauf is a financial advisor at Midwest Financial Associates, Inc. with 36 years of industry experience. He holds the ChFC® designation and has worked at firms including Arthur J. Gallagher & Co. and Williams-Manny, Inc. Outside of his advisory role, he is a shareholder in THE PENSION SPECIALISTS, LTD., a company providing 401(k) plan administration services. Midwest Financial Associates offers discretionary portfolio management and integrated financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm constructs customized portfolios using asset allocation and tactical shifts across mutual funds, stocks, bonds, and annuities, typically exercising discretionary authority and aligning investment decisions with financial planning.
Based on Midwest Financial Associates, Inc.
Based on Midwest Financial Associates, Inc.
$0 - $3,000,000: 0.90% $3,000,001 - $10,000,000: 0.75% $10,000,001+: 0.65% Pension/Group Plans+: 0.20% to 1.0% (may be as low as 0.20%)
Certain representatives earn commissions on insurance products separate from advisory fees
Account minimum: $50,000 Fee-only: Asset-based fees only, no commissions on securities transactions
4615 E State Street, Suite 102
Rockford, IL 61108
Arizona · Illinois · Wisconsin
AO Risk Consultants, LLC
2018 - 2019 (1 year)
Arthur J. Gallagher & Co.
2017 - Present (9 years)
Midwest Financial Associates, Inc.
2011 - Present (15 years)
Williams-Manny, Inc.
2007 - 2017 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 63, Series 65
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