David L. Knutson

BALANCED INVESTMENT ADVISORS

CEDAR RAPIDS,, IA 52401

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CRD#: 1050224

Professional summary

David L Knutson, who also goes by David Lowell Knutson, is a registered financial advisor currently at BALANCED INVESTMENT ADVISORS, LLC located in Cedar Rapids,, Iowa.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. David has worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Lowell Knutson

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David L Knutson'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

July 18, 2022 - Present

BALANCED INVESTMENT ADVISORS, LLC

Office #1: Armstrong Center 222 Third Ave Se, Cedar Rapids,, IA 52401

RIA

CRD#: 304976

CEDAR RAPIDS,, IA

Past

March 12, 2018 - June 11, 2019

CORECAP ADVISORS

RIA

CRD#: 158819

Cedar Rapids, IA

Past

March 12, 2018 - June 11, 2019

CORECAP INVESTMENTS, LLC

CRD#: 37068

SOUTHFIELD, MI

Past

April 25, 2006 - December 31, 2016

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

CEDAR RAPIDS, IA

Past

January 1, 2004 - December 31, 2016

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

CEDAR RAPIDS, IA

Past

August 12, 1982 - January 1, 2004

LOCUST STREET SECURITIES, INC.

CRD#: 1703

DES MOINES, IA

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

Iowa
(7/18/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/12/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/12/1982

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BALANCED INVESTMENT ADVISORS, LLC

BALANCED INVESTMENT ADVISORS, LLC | BALANCED INVESTMENT COMPANY, LLC

CRD#: 304976 / SEC#:

Iowa

Registered Investment Advisory firm - (1/16/2020 Approved)

Texas

Registered Investment Advisory firm - (2/4/2020 Approved)

Washington

Registered Investment Advisory firm - (3/5/2024 Approved)

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Contact information

Main Address

Armstrong Center 222 Third Ave Se, Cedar Rapids,, IA 52401

Mailing Address

Phone number

(319) 242-6444

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	161
AUM (Assets Under Management)	$ 43,059,205

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.

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David L. Knutson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David L Knutson's CRS (Customer Relationship Summary).

Certified licenses

Experience

BALANCED INVESTMENT ADVISORS, LLC

CORECAP ADVISORS

CORECAP INVESTMENTS, LLC

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

LOCUST STREET SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/12/1982

SIE

Date: 10/1/2018

Series 6

Date: 8/12/1982

Current Firm

BALANCED INVESTMENT ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BALANCED INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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