Jeffrey Knapp (CRD# 4329846) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Algona, IA and has over 23 years of experience in the finance industry.
CRD# 3030371
Ameriprise Financial Services, LLC
CRD# 1663420
Ameriprise Financial Services, LLC
CRD# 2165673
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services, Inc. | Algona, IA | Sep 2020 - Current | 3 |
| Erpelding, Voigt & Company | Algona, IA | Jun 2006 - Current | 17 |
| Avantax Planning Partners, Inc. | Dubuque, IA | Feb 2001 - Current | 23 |
| Proequities, Inc. | Algona, IA | Nov 2000 - Sep 2020 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2001 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2001 |
- IA
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Total Assets Under Management6,377MILLIONS
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Total Number of Accounts12,286ACCOUNTS
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Average Account Value$519,058
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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