Anthony KnapsteinCRD Number: 1217075
Current Firm: First Command Advisory Services
Anthony Knapstein (CRD# 1217075) is an Investment Advisor Representative working at First Command Advisory Services in Town And Country, MO and has over 34 years of experience in the finance industry. Anthony Knapstein 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.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|First Command Advisory Services||Fort Worth, TX||Dec 2015 - Current||2|
|First Command Financial Planning, Inc.||Fort Worth, TX||Oct 1983 - Current||34|
|First Command Financial Services, Inc.||Fort Worth, TX||Oct 1983 - Current||34|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1983|
|S65||NASAA Investment Advisors Law Examination||Oct 2002|
Total Assets Under Management11,893MILLIONS
Total Number of Accounts83,608ACCOUNTS
Average Account Value$142,251
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY