OK
Oliver K. Kneisley
HORNOR, TOWNSEND & KENT
Montgomery, TX
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CRD#: 1063523
OK
Professional summary
Oliver Kameron Kneisley is a registered financial advisor currently at HORNOR, TOWNSEND & KENT, LLC located in Montgomery, Texas.
Oliver is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Oliver has worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.
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.
1) KNEISLEY WEALTH MANAGEMENT | POSITION: Proprietor/Owner NATURE: Life Insurance brokerage INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 03/03/2025 | ADDRESS: 4328 FM 319, Elkhart TX 75839 | DESCRIPTION: servicing about 300 life, annuity and investment clients and working with new business clients mainly on a referral basis. would break down my activities and discovery (fact find) and goals; analytics (problems and gaps in current plan); finding solutions, agreement and implementation. 2) OLIVER K. KNEISLEY FAMILY TRUST, NOT INVESTMENT-RELATED, 123 PARK WAY, MONTGOMERY, TX 77356, TRUSTEE OF FAMILY TRUST, TRUSTEE, START DATE: 2006, APPROXIMATE NUMBER OF HOURS/MONTH: 10, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: 10, DUTIES: RECEIVING AND DEPOSIT ROYALTY CHECKS. 3) OK FINANCIAL PARTNERS | POSITION: Proprietor/Owner | NATURE: Life Insurance brokerage | INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 08/05/2025 | ADDRESS: 5718 Westheimer Rd., Suite 920, Houston TX 77057 | DESCRIPTION: as advisor to business owners for buy sell, private retirement and estate liquidity: do a thorough data and profile, problem identification, strategies and solution assessment, presentation of solution and implementation or sale, and finally long term service. also, money management duties using managed funds with the same diligence noted above and know your client guidelines. 4)KNEISLEY FINANCIAL STRATEGIES | POSITION: PROPRIETOR/OWNER | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 160 | SECURITIES TRADING HOURS: 120 | START DATE: 08/13/2025 | ADDRESS: 5718 WESTHEIMER RD., STE. 920, HOUSTON TX 77057 | DESCRIPTION: IDENTIFYING AND CLARIFYING GOALS, PROBLEMS AND SOLUTIONS FOR EXISTING AND REFERRED CLIENTS REGARDING THEIR RISK AND EXPOSURE AS IT RELATES TO LIFE INSURANCE. THEN PLACEMENT OF THE LIFE INSURANCE AND SERVICE LONG TERM.
CRS (Client Relationship Summary) - RIA
Click below to view Oliver Kameron Kneisley's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Oliver Kameron Kneisley'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®
NoneExperience
Current
December 20, 2007 - Present
HORNOR, TOWNSEND & KENT, LLC
Office #2: 5718 Westheimer Rd Suite 920, Houston, TX 77057RIA
BD
CRD#: 4031
Montgomery, TX
Current
July 21, 2000 - Present
HORNOR, TOWNSEND & KENT, LLC
Office #2: 5718 Westheimer Rd Suite 920, Houston, TX 77057RIA
BD
CRD#: 4031
Montgomery, TX
Past
May 9, 2012 - October 29, 2021
WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.
RIA
CRD#: 119127
MONTGOMERY, TX
Past
January 30, 2008 - December 23, 2009
WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.
RIA
CRD#: 119127
HOUSTON, TX
Past
March 31, 1987 - August 2, 2000
MONY SECURITIES CORPORATION
BD
CRD#: 4386
NEW YORK, NY
Past
July 3, 1986 - January 1, 1987
CONSECO FINANCIAL SERVICES, INC.
BD
CRD#: 629
Past
November 3, 1982 - July 3, 1986
SOUTHWESTERN MANAGEMENT & RESEARCH CORPORATION
BD
CRD#: 3461
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HORNOR, TOWNSEND & KENT, LLC
HORNOR, TOWNSEND & KENT, INC. | PENN MUTUAL EQUITY SERVICES, INC. | HORNOR, TOWNSEND & KENT, LLC
CRD#: 4031 / SEC#: 801-56151, 8-14715
RIA
Registered Investment Advisory firm - SEC (2/25/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(5/29/2019)
RR
Texas(7/21/2000)
IAR
Texas(12/20/2007)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
HORNOR, TOWNSEND & KENT, LLC
HORNOR, TOWNSEND & KENT, INC. | PENN MUTUAL EQUITY SERVICES, INC. | HORNOR, TOWNSEND & KENT, LLC
CRD#: 4031 / SEC#: 801-56151, 8-14715
RIA
Registered Investment Advisory firm - SEC (2/25/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
161 Washington Street Suite 1111, Conshohocken, PA 19428
Mailing Address
161 Washington Street Suite 1111, Conshohocken, PA 19428
Phone number
(215) 957-7300
Established
Delaware since 09/09/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
442
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| 1847 FINANCIAL LLC | SHAREHOLDER | |
| GUNZENHAUSER, RADFORD MICHAEL | FINOP | 7253452 |
| HUCKERBY, KEITH GORDON | MANAGER | 2641591 |
| MASON, ANN-MARIE | CHIEF LEGAL OFFICER AND SECRETARY | 7145020 |
| MULLER, NIKI LEE | PRINCIPAL OPERATIONS OFFICER | 7364066 |
| NAGENGAST, HEATHER JILL | PRESIDENT, MANAGER | 5300554 |
| O'MALLEY, DAVID MICHAEL | CHAIRMAN AND MANAGER | 4468593 |
| ROBINSON, VICTORIA MARIE | CHIEF COMPLIANCE OFFICER, MANAGER | 4556827 |
| WYANT, JUSTIN | MANAGER | 8146157 |
Regulatory assets under management
| Total Number of Accounts | 31,522 |
| AUM (Assets Under Management) | $ 7,753,847,039 |
Disclosures
| Regulatory Event | 11 |
| Arbitration | 6 |
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.
