Brenda Knox
FINANCIAL ELEMENTS,
Rolling Meadows, IL 60008
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CRD#: 4604036
Professional summary
Brenda Knox, AIF®, CFP®, who also goes by Brenda Mendelson, is a registered financial advisor currently at FINANCIAL ELEMENTS, INC located in Rolling Meadows, Illinois.
Brenda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Brenda has worked at 2 firms .
Biography
Financial Elements is a full service financial advisory firm. I enjoy working with all types of clients and helping them meet their financial goals by providing holistic financial planning services and investment management. I've been a Fee-only planner for over 21 years and look forward to helping you meet your life goals. I offer a complimentary initial consultation to see if my firm is a good fit for your needs.
Question & Answer
What are your service offerings?
Budgeting
Estate Planning
Education Planning
Comprehensive Financial Planni...
Retirement Planning
Employee and Employer Plan Ben...
Tax Planning
Investment Planning
Do you have an area of expertise or specialization?
College/Education Planning
Estate & Generational Planning...
Investment Advice with Ongoing...
Middle Income Client Needs
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Brenda Mendelson
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.
CRS (Client Relationship Summary) - RIA
Click below to view Brenda Knox'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®
Start date: 1999
Experience
Current
November 14, 2008 - Present
FINANCIAL ELEMENTS, INC
Office #1: 1861 Hicks Road Suite D, Rolling Meadows, IL 60008RIA
CRD#: 148557
Rolling Meadows, IL
Past
January 20, 2000 - February 6, 2009
CCP, INC
RIA
CRD#: 109692
PALATINE, IL
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".
FINANCIAL ELEMENTS, INC
FINANCIAL ELEMENTS, INC
CRD#: 148557 / SEC#: 801-132180
RIA
Registered Investment Advisory firm - (3/20/2025 Approved)Florida
Registered Investment Advisory firm - (3/26/2025 Terminated)Illinois
Registered Investment Advisory firm - (3/26/2025 Terminated)Texas
Registered Investment Advisory firm - (3/26/2025 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
Florida(7/20/2022)
IAR
Illinois(11/14/2008)
IAR
Texas(7/7/2017)
Exams
Current Firm
FINANCIAL ELEMENTS, INC
FINANCIAL ELEMENTS, INC
CRD#: 148557 / SEC#: 801-132180
RIA
Registered Investment Advisory firm - (3/20/2025 Approved)Florida
Registered Investment Advisory firm - (3/26/2025 Terminated)Illinois
Registered Investment Advisory firm - (3/26/2025 Terminated)Texas
Registered Investment Advisory firm - (3/26/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1861 Hicks Road Suite D, Rolling Meadows, IL 60008
Mailing Address
Phone number
(847) 496-4179
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 302 |
| AUM (Assets Under Management) | $ 102,114,729 |
Red Flags
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Company Information
FINANCIAL ELEMENTS, INC
CRD#: 148557Rolling Meadows, IL 60008TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
