Nick KnappCRD Number: 4510864
Current Firm: Woodbury Financial Services, Inc.
Nick Knapp (CRD# 4510864) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in East Peoria, IL and has over 15 years of experience in the finance industry.
Charles Schwab & Company, Inc.
Lpl Financial LLC
Royal Alliance Associates, Inc.
|Woodbury Financial Services||Peoria, IL||May 2003 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2002|
|S65||NASAA Investment Advisors Law Examination||Apr 2006|
Total Assets Under Management2,697MILLIONS
Total Number of Accounts14,956ACCOUNTS
Average Account Value$180,319
- 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)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV