Sean KnoerzerCRD Number: 6360672
Current Firm: Balasa Dinverno Foltz LLC
Sean Knoerzer (CRD# 6360672) is an Investment Advisor Representative working at Balasa Dinverno Foltz LLC in Itasca, IL and has over 2 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Balasa Dinverno Foltz LLC||Itasca, IL||Jun 2014 - Current||2|
|Busey Wealth Management||Champaign, IL||Nov 2013 - May 2014||< 1|
|University Of Illinois At Urbana-champaign||Champaign, IL||Aug 2010 - Apr 2014||3|
|University Of Illinois Foundation||Champaign, IL||Jan 2013 - Nov 2013||< 1|
|Prudential Insurance Company||Frankfort, IL||May 2013 - Aug 2013||< 1|
|University Of Illinois Libraries||Champaign, IL||Oct 2010 - Dec 2012||2|
|Palos Heights Recreation Center||Palos Heights, IL||Jun 2010 - Aug 2010||< 1|
|Alan B. Shepard High School||Palos Heights, IL||Aug 2006 - Apr 2010||3|
|Student||Palos Heights, IL||Aug 1998 - Aug 2006||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management3,072MILLIONS
Total Number of Accounts4,665ACCOUNTS
Average Account Value$658,505
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IA, IL, IN, LA, MA, MI, MN, NC, NY, OH, PA, SC, TX, VA, WI
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