Mcdaniel Knutson Financial Partners
Mcdaniel Knutson Financial Partners (CRD# 114412) is a financial advisory firm headquartered in Lawrence, KS. They manage $217,899,000 in 1,365 accounts and serve the financial needs of clients across 13 states (or territories).
Total Assets Under Management218MILLION
Total Number of Accounts1,365ACCOUNTS
Average Account Value$159,633
- 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
AZ, CA, CO, FL, IL, KS, LA, MO, NE, NY, OK, PA, TX
Wayne McDaniel (CRD# 706143) is an Investment Advisor Representative working at Mcdaniel Knutson Financial Partners in Lawrence, KS and has over 38 years of experience in the finance industry. Wayne McDaniel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.