Frank KneelandCRD Number: 1107725
Current Firm: Signator Investors, Inc.
Frank Kneeland (CRD# 1107725) is an Investment Advisor Representative working at Signator Investors, Inc. in Waterloo, IA and has over 29 years of experience in the finance industry.
Fsb Premier Wealth Management, Inc.
Heartland Financial Services, Ltd.
State Farm Investment Management Corp.
|Signator Investors, Inc.||Waterloo, IA||May 2016 - Current||1|
|Transamerica Financial Advisors, Inc.||Waterloo, IA||Jan 1998 - Current||19|
|Financial Decisions Group||Waterloo, IA||Oct 1996 - Current||20|
|Life Investors Inc.||Waterloo, IA||Feb 1962 - Jul 2012||50|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1988|
Total Assets Under Management2,196MILLIONS
Total Number of Accounts25,384ACCOUNTS
Average Account Value$86,500
- 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)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV