Brian C. Mcknight
PARR MCKNIGHT WEALTH MANAGEMENT GROUP | Partner
MINNEAPOLIS, MN 55402
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CRD#: 3068967
Professional summary
Brian Carl Mcknight, CFP® is a registered financial advisor currently at PARR MCKNIGHT WEALTH MANAGEMENT GROUP located in Minneapolis, Minnesota.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Brian has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Executive services/Equity comp...
Trading individual securities
Philanthropic services
Financial planning
Institutional consulting
Trust & estate planning
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
500K
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.
ZPOZ CAPITAL, INVT RELATED, WOODBURY, MN, 100% OWNERSHIP, START 1/1/2018, 0 HRS PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE.; TRUSTEE FOR PARR MCKNIGHT WEALTH MANAGEMENT 401K FBO SELF & ASSOCIATES, INV RELATED, MINNEAPOLIS, MN, START 2/1/2018, LESS THAN 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K. TRUSTEE FOR ZPOZ CAPITAL 401K, INV RELATED, WOODBURY, MN, START 1/1/2018, LESS THAN 1 HR/MONTH, 0 HRS DURING TRADING.; PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC, INV RELATED, MINNEAPOLIS, MN, 35% OWNERSHIP, START 2/1/2018, LESS THAN 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE.; CO-TRUSTEE FOR PARR MCKNIGHT WEALTH MANAGEMENT GROUP 401K, INV RELATED, MINNEAPOLIS, MN, START: 1/01/2018, 160 HRS/MONTH, 160 HRS DURING TRADING, FINET PRACTICE 401K. PARR MCKNIGHT WEALTH MANAGEMENT LLC, INV RELATED, MINNEAPOLIS, MN, 32.5% OWNERSHIP, START 1/15/2024, 200 HOURS PER MONTH, 130 HOURS DURING TRADING, RIA.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Carl Mcknight'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®
Experience
Current
August 12, 2024 - Present
PARR MCKNIGHT WEALTH MANAGEMENT GROUP
Office #1: 333 S 7th Street, Suite 2370, Minneapolis, MN 55402RIA
CRD#: 330050
MINNEAPOLIS, MN
Past
January 5, 2018 - September 3, 2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
MINNEAPOLIS, MN
Past
January 5, 2018 - September 3, 2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
MINNEAPOLIS, MN
Past
January 22, 2014 - January 5, 2018
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
MINNEAPOLIS, MN
Past
July 1, 2003 - January 5, 2018
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
MINNEAPOLIS, MN
Past
October 28, 1999 - January 24, 2003
PRUDENTIAL EQUITY GROUP, LLC
RIA
CRD#: 7471
MINNEAPOLIS, MN
Past
August 26, 1999 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
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".
PM
PARR MCKNIGHT WEALTH MANAGEMENT GROUP
PARR MCKNIGHT WEALTH MANAGEMENT GROUP | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
CRD#: 330050 / SEC#: 801-130400
RIA
Registered Investment Advisory firm - (5/30/2024 Approved)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
Minnesota(8/12/2024)
IAR
Texas(9/26/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
PM
PARR MCKNIGHT WEALTH MANAGEMENT GROUP
PARR MCKNIGHT WEALTH MANAGEMENT GROUP | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
CRD#: 330050 / SEC#: 801-130400
RIA
Registered Investment Advisory firm - (5/30/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
333 S 7th Street, Suite 2370, Minneapolis, MN 55402
Mailing Address
Phone number
(612) 324-0235
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,711 |
| AUM (Assets Under Management) | $ 952,370,875 |
Red Flags
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Company Information
PARR MCKNIGHT WEALTH MANAGEMENT GROUP
PartnerCRD#: 330050Minneapolis, MN 55402TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
