Olivia Knecht (CRD# 7339512) is an Investment Advisor Representative working at Compass Investments LLC in Pittsburgh, PA and has over 3 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Compass Investments LLC | Williamsport, PA | Feb 2021 - Current | 3 |
| Bright Horizons | Pittsburgh, PA | Apr 2019 - Current | 5 |
| Crossroads Counseling, Inc. | Williamsport, PA | May 2018 - Current | 5 |
| University Of Pittsburgh | Pittsburgh, PA | Aug 2017 - Current | 6 |
| Student | Williamsport, PA | Sep 2016 - Jul 2017 | < 1 |
| Eder's | Williamsport, PA | May 2014 - Aug 2016 | 2 |
| Student | Williamsport, PA | Feb 2011 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- PA
-
Total Assets Under Management76MILLIONS
-
Total Number of Accounts412ACCOUNTS
-
Average Account Value$185,478
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, ID, MA, MD, NC, NE, NH, NY, OH, OR, PA, PR, RI, TX, VA
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