Matthew Knoll, financial advisor Moline IL
88 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
The Planning Center, Inc. Moline, IL Jun 2013 - Current 3
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
    506
    MILLIONS
  • Total Number of Accounts
    2,378
    ACCOUNTS
  • Average Account Value
    $212,588
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

AK, AZ, CA, FL, IA, IL, IN, MN, TX, WI

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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