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JK

John L. Knight

LAMBERSON KNIGHT WEALTH MANAGEMENT LLC
Holland, MI
Some features on this profile are disabled
CRD#: 1017087
JK

Professional summary

John L Knight is a registered financial advisor currently at LAMBERSON KNIGHT WEALTH MANAGEMENT LLC located in Holland, Michigan.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. John has worked at 4 firms and has passed the Series 66, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Independent insurance agent (Life and Health Licensed) - up to 5% of his time on this activity

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John L Knight's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 13, 2016 - Present

LAMBERSON KNIGHT WEALTH MANAGEMENT LLC

RIA
CRD#: 282437
Holland, MI
Past

June 11, 2015 - January 20, 2016

KEY INVESTMENT SERVICES LLC

RIA
CRD#: 136300
ANN ARBOR, MI
Past

June 9, 2015 - January 20, 2016

KEY INVESTMENT SERVICES LLC

BD
CRD#: 136300
ANN ARBOR, MI
Past

November 27, 2013 - September 15, 2014

MORGAN STANLEY

RIA
CRD#: 149777
GRAND RAPIDS, MI
Past

September 26, 2013 - September 15, 2014

MORGAN STANLEY

BD
CRD#: 149777
GRAND RAPIDS, MI
Past

April 20, 1983 - May 9, 1991

LEHMAN BROTHERS INC.

BD
CRD#: 7506

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(4/13/2016)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/26/2013
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 3/25/1999
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/20/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/26/2013
General Securities Representative Examination

Current Firm

LK
LAMBERSON KNIGHT WEALTH MANAGEMENT LLC
LAMBERSON KNIGHT WEALTH MANAGEMENT LLC

CRD#: 282437 / SEC#:

Michigan
Registered Investment Advisory firm - (2/23/2016 Approved)
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Contact information

Main Address
Holland, MI
Mailing Address
Phone number
(616) 298-2547
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts38
AUM (Assets Under Management)$ 6,758,032

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LAMBERSON KNIGHT WEALTH MANAGEMENT LLC

CRD#: 282437Holland, MI

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