Nicholas Knapton, financial advisor Spokane WA

Nicholas Knapton

CRD Number: 6226955
Current Firm: Bozeman, LLC

Nicholas Knapton (CRD# 6226955) is an Investment Advisor Representative working at Bozeman, LLC in Spokane, WA and has 1 year of experience in the finance industry.

Similar Advisors
Eric Stutzman, financial advisor Spokane WA
Eric J. Stutzman
CRD# 5310745
Selkirk Wealth Advisors, LLC
Similar Advisors
Jonathan Abdallah, financial advisor Spokane WA
Jonathan M. Abdallah
CRD# 7057448
Charles Schwab & Company, Inc.
Similar Advisors
Mark Adams, financial advisor Spokane WA
Mark P. Adams
CRD# 6408097
Interfund Management Services, Inc.
Professional Designations
Company Name Location Dates Years
Nicholas Knapton Spokane, P.s. Spokane, WA Jan 2017 - Current 7
Nicholas Knapton Seattle, P.s. Seattle, WA Jan 2017 - Current 7
Nicholas Ross Knapton Spokane, P.c. Spokane, WA Jan 2017 - Current 7
Nicholas Ross Knapton Seattle, P.c. Seattle, WA Jan 2017 - Current 7
Bozeman, LLC Spokane, WA Oct 2012 - Current 11
Nicholas Ross Knapton, P.c. Spokane, WA Oct 2010 - Current 13
Nicholas Knapton, P.s. Spokane, WA Oct 2009 - Current 14

Nicholas Knapton has no recent exams reported.
Contact Info for Nicholas R. Knapton
Phone Number: 509-838-3338
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $959,583
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.