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MK

Michael M. Knittel

ARROWROOT FAMILY OFFICE
EL DORADO HILLS, CA 95762
Some features on this profile are disabled
CRD#: 3274235
MK

Professional summary

Michael Murray Knittel, who also goes by Michael M Knittel, Michael M Lopez-knittel, is a registered financial advisor currently at ARROWROOT FAMILY OFFICE, LLC located in El Dorado Hills, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Michael has worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael M Knittel | Michael M Lopez-Knittel

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) MICHAEL M KNITTEL IS A LICENSED INSURANCE AGENT. FROM TIME TO TIME, HE WILL OFFER CLIENTS ADVICE OR PRODUCTS FROM THOSE ACTIVITIES. CLIENTS SHOULD BE AWARE THAT THESE SERVICES PAY A COMMISSION AND INVOLVE A CONFLICT OF INTEREST, AS COMMISSIONABLE PRODUCTS CONFLICT WITH THE FIDUCIARY DUTIES OF A REGISTERED INVESTMENT ADVISER. THE ADVISOR ALWAYS ACTS IN THE BEST INTEREST OF THE CLIENT, INCLUDING WITH RESPECT TO THE SALE OF COMMISSIONABLE PRODUCTS TO ADVISORY CLIENTS. 2) MR. KNITTEL IS A MINORITY PARTNER IN WINNING STREAK VENTURES, GP, WHERE HE HOLDS A 21% NON-CONTROLLING STAKE. NO COMPENSATION IS DERIVED FROM THIS UNLESS ANY OF THE PRIVATE COMPANIES IN WINNING STREAK VENTURES FUND I EXIT. THE LPS ARE REPAID THEIR INVESTMENT FIRST, THEN FOR ANY PROFITS ABOVE THAT, THE GP IS ENTITLED TO 20% OF THE CARRY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Murray Knittel's CRS (Customer Relationship Summary).
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

June 30, 2022 - Present

ARROWROOT FAMILY OFFICE, LLC

Office #1: 1264 Hawks Flight Ct Suite 290, El Dorado Hills, CA 95762
RIA
CRD#: 168744
EL DORADO HILLS, CA
Past

January 27, 2015 - December 31, 2021

FORTUNE FINANCIAL SERVICES, INC.

BD
CRD#: 42150
El Dorado Hills, CA
Past

June 20, 2013 - June 7, 2022

LAGUNITAS ASSET MANAGEMENT, LLC

RIA
CRD#: 166781
EL DORADO HILLS, CA
Past

May 10, 2013 - January 30, 2015

J.W. COLE FINANCIAL, INC.

BD
CRD#: 124583
FOLSOM, CA
Past

November 10, 2010 - May 10, 2013

FINANCIAL ADVISERS OF AMERICA, LLC

BD
CRD#: 142170
FOLSOM, CA
Past

November 9, 2010 - June 24, 2013

CONCERT WEALTH MANAGEMENT

RIA
CRD#: 141253
FOLSOM, CA
Past

June 2, 2008 - November 12, 2010

RBC CAPITAL MARKETS, LLC

RIA
CRD#: 31194
EL DORADO HILLS, CA
Past

May 30, 2008 - November 12, 2010

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
EL DORADO HILLS, CA
Past

January 1, 2008 - June 4, 2008

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
EL DORADO HILLS, CA
Past

January 1, 2008 - June 4, 2008

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
EL DORADO HILLS, CA
Past

March 29, 2001 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
EL DORADO HILLS, CA
Past

September 13, 1999 - January 3, 2008

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
EL DORADO HILLS, CA

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".
AF
ARROWROOT FAMILY OFFICE, LLC
ARROWROOT FAMILY OFFICE, LLC | VITREOUS PARTNERS, LLC

CRD#: 168744 / SEC#: 801-121878

RIA
Registered Investment Advisory firm - (7/23/2021 Approved)
California
Registered Investment Advisory firm - (9/29/2021 Terminated)
Virginia
Registered Investment Advisory firm - (8/31/2021 Terminated)

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
California
(6/30/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/12/2009
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/17/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/10/1999
General Securities Representative Examination

Current Firm

AF
ARROWROOT FAMILY OFFICE, LLC
ARROWROOT FAMILY OFFICE, LLC | VITREOUS PARTNERS, LLC

CRD#: 168744 / SEC#: 801-121878

RIA
Registered Investment Advisory firm - (7/23/2021 Approved)
California
Registered Investment Advisory firm - (9/29/2021 Terminated)
Virginia
Registered Investment Advisory firm - (8/31/2021 Terminated)
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Contact information

Main Address
4553 Glencoe Avenue Suite 201, Marina Del Rey, CA 90292
Mailing Address
Phone number
(310) 341-4774
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ARROWROOT FORM ADV PART 2A (5/21/2025)

Regulatory assets under management

Total Number of Accounts1,434
AUM (Assets Under Management)$ 373,856,384

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

ARROWROOT FAMILY OFFICE, LLC

CRD#: 168744El Dorado Hills, CA 95762

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