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TM

Timothy Messer

Kansas City, KS
Some features on this profile are disabled
CRD#: 5914538
TM
Timothy Messer

Professional summary

Timothy Messer, who also goes by Timothy Joseph Messer, was a registered financial advisor .

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Timothy had worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Timothy Joseph Messer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Knife's Edge Consulting, LLC, is not an investment-related firm. The address is 7230 Gibbs Rd, Kansas City, KS, 66106. The nature of the business is professional consulting for people who need their businesses thoroughly documented and require scaling plans consult me to write everything down. I run those operations plans for them until I can be replaced by a team with institutional knowledge. I am the owner of this business. This business was founded in 2021. I spend less than ten hours a month on this business, and do not work on this business at all during securities trading hours. I am the only person associated with Knife's Edge Consulting, LLC and handle all responsibilities.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 3, 2026 - Present

Kansas City, KS
Past

March 20, 2012 - March 28, 2017

PFS INVESTMENTS INC.

RIA
CRD#: 10111
BLUE SPRINGS, MO
Past

June 13, 2011 - March 28, 2017

PFS INVESTMENTS INC.

BD
CRD#: 10111
BLUE SPRINGS, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(9/3/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/11/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/16/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/28/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 6/11/2011
Investment Company Products/Variable Contracts Representative Examination

Current firm

No current employment

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

No current employment

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