Amanda Knaffla, financial advisor Marquette MI

Amanda Knaffla

CRD Number: 7714019
Current Firm: Osaic Institutions, Inc.

Amanda Knaffla (CRD# 7714019) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Marquette, MI and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments, Inc. Meriden, CT Mar 2023 - Current 1
Range Bank Marquette, MI Jul 2021 - Current 2
Filizetti Knaffla, P.c. Marquette, MI Jan 2018 - Jul 2021 3
Wideman Filizetti, P.c. Marquette, MI Oct 2012 - Jan 2018 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2023
Contact Info for Amanda F. Knaffla
Phone Number: 203-599-6000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    3,627
    MILLIONS
  • Total Number of Accounts
    8,478
    ACCOUNTS
  • Average Account Value
    $427,771
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VI, VT, WA, WI, WV, WY

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