Thomas KnippaCRD Number: 3031562
Current Firm: Personal Wealth Partners LLC
Thomas Knippa (CRD# 3031562) is an Investment Advisor Representative working at Personal Wealth Partners LLC in Plano, TX and has over 24 years of experience in the finance industry. Thomas Knippa 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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|Personal Wealth Partners, LLC||Bloomington, MN||Apr 2022 - Current||< 1|
|Cx Institutional, LLC||Plano, TX||Oct 2018 - Current||3|
|Cxi Advisors, LLC||Plano, TX||May 2019 - Sep 2020||1|
|Lpl Financial, Llc (formerly: Linsco/private Ledger Corp.)||Plano, TX||Jun 2002 - Sep 2020||18|
|Vestpro Financial Partners, Inc. Dba Cpf Texas||Plano, TX||Jan 2008 - Dec 2018||10|
|Cpf Texas||Plano, TX||Dec 2001 - Oct 2018||16|
|The Center For Personal Finance||Dallas, TX||Jul 2002 - Dec 2012||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S65||NASAA Investment Advisors Law Examination||Jan 2001|
Total Assets Under Management631MILLIONS
Total Number of Accounts1,857ACCOUNTS
Average Account Value$339,977
- 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)
AZ, CA, FL, IA, MN, ND, NH, TX, WA, WI
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