David L Knutson
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
David Lowell Knutson
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Videos & Posts
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WEALTH ADVISORS GROUP, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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WEALTH ADVISORS GROUP, LLC
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Disclosures on record.
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Years of Experience
44 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BALANCED INVESTMENT ADVISORS, LLC | BALANCED INVESTMENT COMPANY, LLC
Contact Information
Main Address
Armstrong Center 222 Third Ave Se, Cedar Rapids,, IA 52401Phone Number
(319) 242-6444# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
158AUM (Assets Under Management)
$49,269,754Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1982About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view David L Knutson's CRS (Customer Relationship Summary).
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