James Kniffen (CRD# 1566240) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Leawood, KS and has over 37 years of experience in the finance industry. James Kniffen 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.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthcare Advisory Partners Dba Kniffen Portfolio Management | Vero Beach, FL | Nov 2023 - Current | < 1 |
| James P. Kniffen Portfolio Management, LLC | Vero Beach, FL | May 2019 - Dec 2023 | 4 |
| Kniffen Consulting, LLC | Raleigh, NC | Sep 2017 - May 2019 | 1 |
| Townsend Asset Management Corp | Raleigh, NC | Jul 2017 - May 2019 | 1 |
| Townsend Asset Management Corp. | Raleigh, NC | Jan 2016 - Jul 2017 | 1 |
| Time Life And Money, LLC | Raleigh, NC | Apr 2013 - Sep 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1986 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1995 |
- KS
- TX
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Total Assets Under Management4,542MILLIONS
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Total Number of Accounts17,793ACCOUNTS
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Average Account Value$255,250
- A percentage of assets under your management
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