Phillip Knutson, financial advisor Stoughton WI
90 score

Phillip Knutson

CRD Number: 3113776
Current Firm: Edward Jones

Phillip Knutson (CRD# 3113776) is an Investment Advisor Representative working at Edward Jones in Stoughton, WI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Mar 2013 - Current 3
Minnetonka School District Minnetonka, MN Apr 2006 - Mar 2013 6
St. Andrews Luthern Church Mahtomedia, MN Oct 2005 - Mar 2013 7
Knutson Family Lakeshore Cabin LLC Oregon, WI Jun 2002 - Mar 2013 10
Minnetonka Community Education Minnetonka, MN Jun 2010 - Jun 2012 2
Truel Corporation Edina, MN Sep 2007 - Jan 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Phillip H. Knutson
Phone Number: 314-515-2000
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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