Daniel Knelson (CRD# 7776913) is an Investment Advisor Representative working at First Advisors National, LLC in Spring Hill, TN and has 1 year of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Shoemaker Financial | Germantown, TN | Jun 2023 - Current | < 1 |
| Cornerstone Senior Services | Glenview, IL | Jul 2020 - Current | 3 |
| Cetera Advisor Networks LLC | El Segundo, CA | Aug 2023 - Oct 2023 | < 1 |
| Minnesota Life Insurance Company | St. Paul, MN | Jun 2023 - Aug 2023 | < 1 |
| Securian Financial Services Inc. | St. Paul, MN | Jun 2023 - Aug 2023 | < 1 |
| Helton Insurance Agency | Calhoun, KY | May 2019 - Jul 2020 | 1 |
| Transamerica Agency Network | Owensboro, KY | Aug 2018 - May 2019 | < 1 |
| Madisonville Police Department | Madisonville, KY | Jan 2015 - Aug 2018 | 3 |
| Owensboro Police Department | Owensboro, KY | Nov 2003 - Jan 2015 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
| S63 | Uniform Securities State Law Examination | Sep 2023 |
- TN
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Total Assets Under Management448MILLIONS
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Total Number of Accounts4,892ACCOUNTS
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Average Account Value$91,633
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV
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