Michael KnellCRD 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.
Sterne Agee Investment Advisor Services, Inc.
Raymond James Financial Services Advisors, Inc.
Investment Professionals, Inc.
|Trustmont Advisory Group, Inc.||Greensburg, PA||Feb 2016 - Current||2|
|Trustmont Financial Group, Inc.||Greensburg, PA||Feb 2016 - Current||2|
|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|
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
Total Assets Under Management498MILLIONS
Total Number of Accounts4,300ACCOUNTS
Average Account Value$115,814
- 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
- Pension consulting services
AZ, CA, CO, CT, FL, IL, IN, MA, MI, MN, MO, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA