Steven Knuttila, financial advisor Long Prairie MN
58 score

Steven Knuttila

CRD Number: 3039112
Current Firm: Capital Financial Services, Inc.

Steven Knuttila (CRD# 3039112) is an Investment Advisor Representative working at Capital Financial Services, Inc. in Long Prairie, MN and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Financial Services Inc. Minot, ND Jun 2012 - Current 4
Knuttila Financial Services Perham, MN Jun 2004 - Current 12
Self Employed Insurance Sales Agent Perham, MN Oct 2002 - Current 14
Questar Capital Corporation Minneapolis, MN Dec 2006 - Jun 2012 5
Questar Asset Management Minneapolis, MN Aug 2006 - Jun 2012 5
Usallianz Securities Inc. Minneapolis, MN Oct 2005 - Nov 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S66 NASAA Uniform Combined State Law Examination Mar 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Steven R. Knuttila
Phone Number: 701-837-9600
Firm Website: https://www.capfin.com
Registered State(s):
  • CA
  • IN
  • IA
  • MN
By the Numbers
  • Total Assets Under Management
    142
    MILLIONS
  • Total Number of Accounts
    737
    ACCOUNTS
  • Average Account Value
    $192,622
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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BADGES
58

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