Michael Knell, financial advisor Mansfield OH
73 score

Michael Knell

CRD Number: 1861119
Current Firm: Trustmont Advisory Group, Inc.

Michael Knell (CRD# 1861119) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Mansfield, OH and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Trustmont Advisory Group, Inc. Greensburg, PA Feb 2016 - Current 1
Trustmont Financial Group, Inc. Greensburg, PA Feb 2016 - Current 1
Esb Wealth Management, LLC Mansfield, OH Jun 2012 - Current 5
Securities Service Network Mansfield, OH Nov 2012 - Feb 2016 3
Proequities, Inc. Mansfield, OH Jul 1997 - Nov 2012 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2002
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:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Michael L. Knell
Phone Number: 724-468-5665
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    439
    MILLIONS
  • Total Number of Accounts
    4,300
    ACCOUNTS
  • Average Account Value
    $102,093
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, CT, FL, IL, IN, MA, MI, MN, MO, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT

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BADGES
73

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Disclosure

Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.