Michael Knell (CRD# 1861119) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mansfield,, OH and has over 21 years of experience in the finance industry.
CRD# 2181026
Commonwealth Financial Network
CRD# 6706307
Km&m Pinnacle, Ltd.
CRD# 6690245
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Feb 2023 - Current | 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Feb 2023 - Current | 1 |
| Trustmont Financial Group, Inc. | Greensburg, PA | Feb 2016 - Feb 2023 | 7 |
| Trustmont Advisory Group, Inc. | Greensburg, PA | Feb 2016 - Feb 2023 | 7 |
| Esb Wealth Management, LLC | Mansfield, OH | Jun 2012 - Feb 2023 | 10 |
| Securities Service Network | Mansfield, OH | Nov 2012 - Feb 2016 | 3 |
| 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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
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- 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)
- Market timing services
- Educational seminars/workshops
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