Marcus Knauss, financial advisor Lynnwood WA
88 score

Marcus Knauss

CRD Number: 6148671
Current Firm: Independent Financial Group, LLC

Marcus Knauss (CRD# 6148671) is an Investment Advisor Representative working at Independent Financial Group, LLC in Lynnwood, WA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Group LLC Lynnwood, WA Dec 2013 - Current 3
Comprehensive Wealth Management Lynnwood, WA Dec 2012 - Current 4
Geneos Wealth Management Lynnwood, WA Dec 2012 - Jul 2013 < 1
Orion Insurance Group Lynnwood, WA Nov 2011 - Dec 2012 1
Mukilteo School District Mukilteo, WA Mar 2011 - Nov 2011 < 1
University Of Washington Bothell, WA Sep 2009 - Aug 2011 1
Shoreline Community College Shoreline, WA Feb 2009 - Sep 2009 < 1
Unemployed Newport News, VA Jan 2009 - Feb 2009 < 1
Us Navy Newport News, VA Jan 1999 - Jan 2009 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Marcus D. Knauss
Phone Number: 858-436-3180
Firm Website: https://www.ifgsd.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    1,856
    MILLIONS
  • Total Number of Accounts
    9,804
    ACCOUNTS
  • Average Account Value
    $189,301
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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