Matthew Knoll, financial advisor Moline IL
93 score

Matthew Knoll

CRD Number: 6249612
Current Firm: The Planning Center, Inc.

Matthew Knoll (CRD# 6249612) is an Investment Advisor Representative working at The Planning Center, Inc. in Moline, IL and has over 3 years of experience in the finance industry. Matthew Knoll 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.

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Professional Designations
Company Name Location Dates Years
The Planning Center, Inc. Moline, IL Jun 2013 - Current 4
Iowa State University Ames, IA Sep 2012 - May 2013 < 1
The Planning Center, Inc. Moline, IL May 2012 - Aug 2012 < 1
Iowa State University Ames, IA Aug 2011 - May 2012 < 1
The Planning Center, Inc. Moline, IL May 2011 - Aug 2011 < 1
Iowa State University Ames, IA Aug 2010 - May 2011 < 1
Oakwood Country Club Coal Valley, IL May 2010 - Aug 2010 < 1
Iowa State University Ames, IA Aug 2009 - May 2010 < 1
Oakwood Country Club Coal Valley, IL May 2009 - Aug 2009 < 1
Orion School District Orion, IL Aug 2003 - May 2009 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Matthew T. Knoll
Phone Number: 309-797-4030
Registered State(s):
  • IL
  • IA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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