Joshua A. Knauss

OMNIWEALTH INVESTMENTS LLC

Lewisburg, PA 17837

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CRD#: 4423212

Professional summary

Joshua Aaron Knauss, CFP® is a registered financial advisor currently at OMNIWEALTH INVESTMENTS LLC located in Lewisburg, Pennsylvania.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Joshua has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 31 exams.

Question & Answer

What are your service offerings?

Estate Planning

Business Succession Planning

Inheritance

Retirement Planning

Investment Planning

Tax Planning

Comprehensive Financial Planni...

Elder Care

Life Transitions

Do you have an area of expertise or specialization?

AUM

Business Owners

Charitable Giving

Corporate Executives

Divorce Planning

Entrepreneurs

What is your minimum asset requirement?

250K

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.

Joshua Knauss is the president of OMNIWEALTH GROUP INC. Through OMNIWEALTH GROUP INC. and its subsidiaries, Joshua also serves as a consultant, coach, speaker and author. This activity accounts for approximately 10 hour per week, mostly outside of trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Aaron Knauss'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

Start date: 2017

Experience

Current

November 22, 2019 - Present

OMNIWEALTH INVESTMENTS LLC

Office #1: 519 N Derr Drive, Lewisburg, PA 17837

RIA

CRD#: 305142

Lewisburg, PA

Past

January 9, 2013 - November 29, 2019

INTEGRITY ALLIANCE, LLC.

RIA

CRD#: 139627

Lewisburg, PA

Past

August 20, 2012 - November 29, 2019

INTEGRITY ALLIANCE, LLC.

CRD#: 139627

Lewisburg, PA

Past

April 5, 2010 - August 28, 2012

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

NEWTON, NJ

Past

August 31, 2001 - October 30, 2001

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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

Pennsylvania
(11/22/2019)

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

State Security Law Exam

IAR

Series 66

Date: 11/13/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/23/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/3/2010

General Securities Representative Examination

General Industry/Product Exam

Series 31

Date: 9/24/2001

Futures Managed Funds Examination

Current Firm

OMNIWEALTH INVESTMENTS LLC

KNAUSS INC. | OMNIWEALTH INVESTMENTS LLC | OMNIWEALTH GROUP

CRD#: 305142 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (11/18/2019 Approved)

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Contact information

Main Address

519 N Derr Drive, Lewisburg, PA 17837

Mailing Address

Phone number

(570) 939-1965

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	274
AUM (Assets Under Management)	$ 36,892,337

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.

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Firm Stability Insights

Joshua A. Knauss

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Aaron Knauss's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY ALLIANCE, LLC.

INTEGRITY ALLIANCE, LLC.

AVANTAX INVESTMENT SERVICES, INC.

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/13/2012

Series 63

Date: 1/23/2010

SIE

Date: 10/1/2018

Series 7

Date: 4/3/2010

Series 31

Date: 9/24/2001

Current Firm

OMNIWEALTH INVESTMENTS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OMNIWEALTH INVESTMENTS LLC

TRUST BUT VERIFY

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