Matthew KnappCRD Number: 6498803
Current Firm: Rsm Us Wealth Management LLC
Matthew Knapp (CRD# 6498803) is an Investment Advisor Representative working at Rsm Us Wealth Management LLC in Minneapolis, MN and has over 4 years of experience in the finance industry. Matthew Knapp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
U.s. Bancorp Investments, Inc.
Wells Fargo Clearing Services, LLC
Abens Financial Services Inc.
|Rsm Us Wealth Management LLC||Madison, WI||Feb 2020 - Current||1|
|Empowered Financial Investments, LLC||Middleton, WI||Aug 2019 - Dec 2019||< 1|
|Unemployed||Eau Claire, WI||Feb 2019 - Aug 2019||< 1|
|Cliftonlarsonallen Wealth Advisors, LLC||Eau Claire, WI||Jan 2016 - Feb 2019||3|
|University Of Wisconsin - Eau Claire||Eau Claire, WI||Sep 2013 - Dec 2016||3|
|Invest Financial Corporation||Tampa, FL||May 2015 - Aug 2015||< 1|
|Unemployed||Eau Claire, WI||Jun 2013 - Aug 2013||< 1|
|Bemidji State University||Eau Claire, WI||Aug 2012 - May 2013||< 1|
|Unemployed||Eau Claire, WI||Jun 2012 - Jul 2012||< 1|
|Eau Claire Memorial High School||Eau Claire, WI||Sep 2008 - Jun 2012||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2017|
Total Assets Under Management7,464MILLIONS
Total Number of Accounts11,587ACCOUNTS
Average Account Value$644,206
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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