Matthew KnollCRD 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.
Unified Wealth Management, LLC
Ausdal Financial Partners, Inc.
Ausdal Financial Partners, Inc.
|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|
Total Assets Under Management625MILLIONS
Total Number of Accounts2,817ACCOUNTS
Average Account Value$221,960
- 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
AK, AZ, CA, CO, FL, IA, IL, IN, LA, MN, MO, NY, SC, TX, UT, WA, WI
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