Joshua Knauss (CRD# 4423212) is an Investment Advisor Representative working at Omniwealth Investments LLC in Lewisburg, PA and has over 14 years of experience in the finance industry. Joshua Knauss has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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Private Advisor Group, LLC
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Trustmont Advisory Group, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Omniwealth Investments LLC | Lewisburg, PA | Sep 2019 - Current | 4 |
Omniwealth Group Inc. | Lewisburg, PA | Apr 2013 - Current | 11 |
Insurance Agents & Brokers | Lewisburg, PA | Aug 2018 - Nov 2019 | 1 |
Blueskies Wealth Advisors | Selinsgrove, PA | Aug 2015 - Sep 2018 | 3 |
18th Street Financial Services | Selinsgrove, PA | Jul 2012 - Aug 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2010 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2012 |
- PA
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Total Assets Under Management35MILLIONS
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Total Number of Accounts252ACCOUNTS
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Average Account Value$137,048
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
PA
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