Mark KnepfelCRD Number: 1194126
Current Firm: Cambridge Investment Research Advisors, Inc.
Mark Knepfel (CRD# 1194126) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Sheboygan, WI and has over 33 years of experience in the finance industry.
Eagle Strategies LLC
Raymond James Financial Services Advisors, Inc.
Cambridge Investment Research Advisors, Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||Aug 2014 - Current||2|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Aug 2014 - Current||2|
|Lmt-maritime Inc.||Plymouth, WI||Oct 1991 - Current||25|
|Financial Telesis Inc.||San Rafael, CA||Jan 2013 - Aug 2014||1|
|Princor Financial Services Corporation||Sheboygan, WI||Oct 2009 - Jan 2013||3|
|Lpl Financial||Sheboygan, WI||Oct 2009 - Oct 2009||< 1|
|Princor Financial Services||Sheboygan, WI||Nov 2003 - Oct 2009||5|
|Fortis Investors||Plymouth, WI||Jun 2000 - Oct 2009||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1983|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV