Jim Kniffen, Clu, Chfc, Cka, Cmt, Cfp Email & Phone Number

Building on my 36 year career in financial services, I created James P. Kniffen Portfolio Management, LLC to enable me to serve my clients through professional investment management in a fair and transparent platform. I believe any CPA or attorney could take a close look at the structure of my firm and my offering and conclude that it is highly credible.I don't sell annuities or insurance and have voluntarily surrendered my North Carolina Life Insurance License.

Raleigh, Nc, Us

Investment Advisor Representative focusing on a select group of clients within Townsend Asset Management

Raleigh, Nc, Us

Senior Portfolio Manager with a passion for getting it right for clients. 30 years investment management and financial consulting experience.Combining research of economic and market trends with analysis of investment opportunities to build client appropriate portfolios.

Time, Life and Money, LLC was created by Certified Financial Planner® Jim Kniffen to help people just like you to live their lives better by managing their finances better.Our core services are unbiased financial planning, independent, disciplined investment management and term life insurance. Our Financial Planning service provides an ongoing, real-time, cooperative, comprehensive financial plan. Our system uses the latest technology to keep you completely in-the-know about your current financial situation as well as all of your future financial goals. We are not here to sell you financial products. We offer services and tools to help you get where you want and need to be with your finances. Of course we have expertise in numerous financial products and can guide you or provide critique of plans others may be trying to sell you.I designed Time, Life and Money to serve people the way I would want to be served.

New York City, Ny, Us

Serving Corporate Patent Attorney's and other patent professionals with award winning patent research and analysis tools. Develop and leverage LexisNexis subject matter expertise in Intellectual Property (IP) research tools, workflow products and related services. Meaningfully assess customer needs. Assist customer in selecting and implementing appropriate solutions. Developed key contacts and business relationships with members of the IP community. Developed and delivered an effective business plan for territory. Cooperated with numerous other customer facing executives to serve mutual customers. Provided consultative support to LexisNexis Management.Awarded Rookie-of-the-Year for my unit February 2013.

Raleigh, North Carolina, Us

Serving Community Bank Credit Executives with Financial Analysis and Portfolio Management solutions. Helping banks make better lending decisions, monitor & grow their lending relationships and maintain consistent, accurate and efficient regulatory compliance reporting. Strong background in finance required for this role. As the position requires understanding client needs and presenting complex solutions, excellent listening and communication skills are necessary.Awarded New Account Executive of the year for 2011.

Since 1985 I have been helping people with their personal finances. Companies I have been associated with include: Northwestern Mutual Life, Guardian Life, Consolidated Planning, Inc., FFP Securities, Inc., LPL Financial.

Investments, Insurance and Financial Planning for high net worth individuals and families.

Charlotte, North Carolina, Us

Investments, Insurance and Financial Planning for high net worth individuals and families.

Milwaukee, Wi, Us

Assisted affluent families and individuals with financial planning, insurance and investments.

Youngest licensed Real Estate Agent in the State of Missouri at age 18 years, 0 months 10 days. Went on to secure Broker's License. Worked full time during my final two years of college while at Washington University.

Bsba, Finance And Economics

Finance And Economics