Deep Enrich
Nicholas Timm, CFP®, ChFC®, TPCP®, AIF®
1000 followers
Cedar Rapids, Iowa, United States
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About me
Director at Cedar Point Capital Partners
Education
Williamsburg Jr-Sr High School
2005 - 2010High SchoolActivities and Societies: Baseball, Football, Basketball
Kirkwood Community College
2010 - 2012Associate's Degree Pre-Business
Mount Mercy University
2012 - 2014Bachelor of Business Administration (B.B.A.) Finance; Marketing
Experience
Equitable Advisors
Dec 2015 - Oct 2023Financial Consultant
Nov 2013 - Oct 2023Perspective District Manager
Dec 2015 - Dec 2017
Bosch Financial Inc.
Apr 2018 - Oct 2023Financial Consultant
Cedar Point Capital Partners
Nov 2023 - nowDirector
Licenses & Certifications
.webp)
Series 65 - Uniform Investment Advisor Law Examination
Financial Industry Regulatory Authority (FINRA)Apr 2016.webp)
Accredited Investment Fiduciary®, AIF®
Fi360 (now Broadridge)Oct 2023- View certificate
Certified Financial Planner (CFP)
CFP BoardApr 2024
Tax Planning Certified Professional (TPCP)
The American College of Financial ServicesNov 2025Chartered Financial Consultant (ChFC)
The American College of Financial ServicesFeb 2024
Series 63 - Uniform Securities Agent State Law Examination
Financial Industry Regulatory AuthorityMay 2014Series 7 - General Securities Representative Examination
Financial Industry Regulatory AuthorityDec 2013
Iowa Life Insurance
Iowa Insurance DivisionMar 2014
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