Jim Kniffen, Clu, Chfc, Cka, Cmt, Cfp

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

Holistic Wealth Advisor @
Jim Kniffen, Clu, Chfc, Cka, Cmt, Cfp's Location
Vero Beach, Florida, United States, United States
Jim Kniffen, Clu, Chfc, Cka, Cmt, Cfp's Contact Details

Jim Kniffen, Clu, Chfc, Cka, Cmt, Cfp work email

Jim Kniffen, Clu, Chfc, Cka, Cmt, Cfp personal email

About Jim Kniffen, Clu, Chfc, Cka, Cmt, Cfp

Kniffen Portfolio Management is an independent investment advisory firm that is free from external influences. Clients are first and foremost - always! My mission is to help my clients move closer toward their goals through professional investment management. Kniffen Portfolio Management is an Investment Advisor registered with the State of Florida operating strictly as a fiduciary. My client accounts are held at one of the industry's leading independent brokerage firms, Charles Schwab & Co, Inc. My investment decisions are based on my own analysis of trends in the broad markets and their various segments. I analyze and track a wide range of stocks and ETF's on an ongoing basis to determine what I believe to be the best and most appropriate places for my clients' money to be invested. My fee structure is simple, transparent and reasonable.PASSIONATEI created James P. Kniffen Portfolio Management, LLC as an independent investment advisory firm to be free from external influences upon the advice and service I give to my clients. My clients are first and foremost - always!PROACTIVE FIDUCIARYIt is my commitment to all of my clients to always conduct myself as a fiduciary.I will always put your highest and best interest first.I will act with diligence and care as I serve you.I will not mislead you. I will avoid conflicts of interest.I will fully disclose and fairly manage any unavoidable conflicts.I WILL NOT sell insurance and annuities for commission.PRINCIPLEDMy primary service is the management of investments for my clients in their accounts at Charles Schwab. I do not sell investments. I charge a simple and transparent fee. I receive no other compensation.Phone: 919.695.2288https://www.kniffenportfoliomgt.com/jim@kniffenportfoliomgt.com

Jim Kniffen, Clu, Chfc, Cka, Cmt, Cfp's Current Company Details
James P. Kniffen Portfolio Management, LLC

James P. Kniffen Portfolio Management, Llc

Holistic Wealth Advisor
Jim Kniffen, Clu, Chfc, Cka, Cmt, Cfp Work Experience Details
  • James P. Kniffen Portfolio Management, Llc
    Holistic Wealth Advisor
    James P. Kniffen Portfolio Management, Llc May 2019 - Present
    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.
  • Townsend Asset Management Corp.
    Senior Investment Advisor
    Townsend Asset Management Corp. Aug 2017 - May 2019
    Raleigh, Nc, Us
    Investment Advisor Representative focusing on a select group of clients within Townsend Asset Management
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  • Townsend Asset Management Corp.
    Senior Portfolio Manager
    Townsend Asset Management Corp. Jan 2016 - Jul 2017
    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.
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  • Time, Life And Money, Llc
    Founder, Cfp, Certified Financial Planner
    Time, Life And Money, Llc Jun 2013 - Sep 2016
    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.
  • Lexisnexis
    Account Executive - Intellectual Property
    Lexisnexis May 2012 - May 2013
    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.
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  • Sageworks, Inc.
    Regional Director, Bank Market
    Sageworks, Inc. Dec 2010 - May 2012
    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.
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  • Lpl Financial
    Cfp Certified Financial Planner Investment Advisor
    Lpl Financial Apr 2002 - Oct 2010
    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.
  • First Financial Planners, Ffp Securities
    Cfp Certified Financial Planner, Investment Advisor
    First Financial Planners, Ffp Securities Mar 1998 - Apr 2002
    Investments, Insurance and Financial Planning for high net worth individuals and families.
  • Consolidated Planning, Inc.
    Cfp Certified Financial Planner
    Consolidated Planning, Inc. Aug 1990 - Mar 1998
    Charlotte, North Carolina, Us
    Investments, Insurance and Financial Planning for high net worth individuals and families.
    View
  • Northwestern Mutual
    Registered Representative, Financial Advisor
    Northwestern Mutual Aug 1985 - Aug 1990
    Milwaukee, Wi, Us
    Assisted affluent families and individuals with financial planning, insurance and investments.
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  • Jason E. Kniffen Real Estate
    Sales Agent
    Jason E. Kniffen Real Estate Oct 1978 - 1984
    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.

Jim Kniffen, Clu, Chfc, Cka, Cmt, Cfp Skills

Investments Management Strategic Financial Planning Strategy Finance Portfolio Management Retirement Planning Leadership Sales Wealth Management Financial Services Financial Advisory Mutual Funds Business Development Financial Planning Financial Analysis Selling Account Management Retirement Analysis Securities Estate Planning Business Planning Sales Operations Start Ups Insurance Investment Management Investment Advisory Strategic Partnerships Biblical Stewardship Personal Finance Life Insurance Fixed Annuities Financial Goals Consultative Selling Term Life Insurance Personal Financial Planning Holistic Financial Planning Superior Client Service Money And Relationships Social Security Retirement Planning Iras 401k Financial Planning Saas Morningstar Long Term Care Retirement Income Cfp Certified Financial Planner Goal Focus

Jim Kniffen, Clu, Chfc, Cka, Cmt, Cfp Education Details

  • Washington University In St. Louis
    Washington University In St. Louis
    Finance And Economics
  • Western Carolina University
    Western Carolina University
    Finance And Economics

Frequently Asked Questions about Jim Kniffen, Clu, Chfc, Cka, Cmt, Cfp

What company does Jim Kniffen, Clu, Chfc, Cka, Cmt, Cfp work for?

Jim Kniffen, Clu, Chfc, Cka, Cmt, Cfp works for James P. Kniffen Portfolio Management, Llc

What is Jim Kniffen, Clu, Chfc, Cka, Cmt, Cfp's role at the current company?

Jim Kniffen, Clu, Chfc, Cka, Cmt, Cfp's current role is Holistic Wealth Advisor.

What is Jim Kniffen, Clu, Chfc, Cka, Cmt, Cfp's email address?

Jim Kniffen, Clu, Chfc, Cka, Cmt, Cfp's email address is ji****@****ail.com

What schools did Jim Kniffen, Clu, Chfc, Cka, Cmt, Cfp attend?

Jim Kniffen, Clu, Chfc, Cka, Cmt, Cfp attended Washington University In St. Louis, Western Carolina University.

What are some of Jim Kniffen, Clu, Chfc, Cka, Cmt, Cfp's interests?

Jim Kniffen, Clu, Chfc, Cka, Cmt, Cfp has interest in Biblical Stewardship, Kayaking, Spiritual Growth, Physical Fitness.

What skills is Jim Kniffen, Clu, Chfc, Cka, Cmt, Cfp known for?

Jim Kniffen, Clu, Chfc, Cka, Cmt, Cfp has skills like Investments, Management, Strategic Financial Planning, Strategy, Finance, Portfolio Management, Retirement Planning, Leadership, Sales, Wealth Management, Financial Services, Financial Advisory.

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