Brenda Knox
AIF®, CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Cashflow & Budgeting
- Estate & Legacy Planning
- Education Funding
- Financial Planning
- Retirement Planning
- Business Services
- Tax Planning
- Investment Management
Specializations
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.
Other Aliases
Brenda Mendelson
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
FINANCIAL ELEMENTS, INC
Contact Information
Main Address
1861 Hicks Road Suite D, Rolling Meadows, IL 60008Phone Number
(847) 496-4179# of Employees
2SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
417AUM (Assets Under Management)
$192,562,151Similar Advisors
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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.
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Primary Firm SEC Registration
FINANCIAL ELEMENTS, INC
State Registrations and Notice Filings
(7/20/2022)
(11/14/2008)
(7/7/2017)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Brenda Knox's CRS (Customer Relationship Summary).
Services Offered by Brenda
- Cashflow & Budgeting
- Estate & Legacy Planning
- Education Funding
- Financial Planning
- Retirement Planning
- Business Services
- Tax Planning
- Investment Management
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