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MK

Michael S. Knight

KNIGHT INVESTMENT PLANNING
LIBERTYVILLE, IL 60048
Some features on this profile are disabled
CRD#: 2125510
MK

Professional summary

Michael Stephen Knight, CFP® is a registered financial advisor currently at KNIGHT INVESTMENT PLANNING, LLC located in Libertyville, Illinois.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Michael has worked at 2 firms and has passed the Series 65, Series 63, Series 7, Series 24 and Series 8 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Stephen 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®
CFP®

Certified Financial Planner

Experience

Current

March 15, 2004 - Present

KNIGHT INVESTMENT PLANNING, LLC

Office #1: 422 Laurel Ave, Libertyville, IL 60048
RIA
CRD#: 130445
LIBERTYVILLE, IL
Past

May 13, 1991 - July 11, 2002

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX

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
Illinois
(3/15/2004)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/9/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/31/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/30/1991
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/23/1998
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 6/17/1991
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

KI
KNIGHT INVESTMENT PLANNING, LLC
KNIGHT INVESTMENT PLANNING, LLC

CRD#: 130445 / SEC#:

Illinois
Registered Investment Advisory firm - (3/15/2004 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Libertyville, IL
Mailing Address
Phone number
(847) 367-5191
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

KNIGHT INVESTMENT PLANNING, LLC

CRD#: 130445Libertyville, IL 60048

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