Thomas Knippa, financial advisor Plano TX

Thomas Knippa

CRD Number: 3031562
Current Firm: Personal Wealth Partners LLC

Thomas Knippa (CRD# 3031562) is an Investment Advisor Representative working at Personal Wealth Partners LLC in Plano, TX and has over 24 years of experience in the finance industry. Thomas Knippa 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.

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Professional Designations
Company Name Location Dates Years
Personal Wealth Partners, LLC Bloomington, MN Apr 2022 - Current < 1
Cx Institutional, LLC Plano, TX Oct 2018 - Current 3
Cxi Advisors, LLC Plano, TX May 2019 - Sep 2020 1
Lpl Financial, Llc (formerly: Linsco/private Ledger Corp.) Plano, TX Jun 2002 - Sep 2020 18
Vestpro Financial Partners, Inc. Dba Cpf Texas Plano, TX Jan 2008 - Dec 2018 10
Cpf Texas Plano, TX Dec 2001 - Oct 2018 16
The Center For Personal Finance Dallas, TX Jul 2002 - Dec 2012 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Jan 2001
Contact Info for Thomas A. Knippa
Phone Number: 952-955-9781
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    631
    MILLIONS
  • Total Number of Accounts
    1,857
    ACCOUNTS
  • Average Account Value
    $339,977
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AZ, CA, FL, IA, MN, ND, NH, TX, WA, WI

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