Noel H. Knox

SOLVE CONSULTING GROUP

Fort Wayne, IN 46802

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CRD#: 4714966

Professional summary

Noel Hollis Knox is a registered financial advisor currently at SOLVE CONSULTING GROUP, LLC located in Fort Wayne, Indiana.

Noel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Noel has worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

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.

Noel Hollis Knox is a lawyer. However, he does not actively practice law and will not recommend advice or services to clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Noel Hollis 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®

None

Experience

Current

May 11, 2022 - Present

SOLVE CONSULTING GROUP, LLC

Office #1: 127 West Berry Street Suite 333, Fort Wayne, IN 46802

RIA

CRD#: 319465

Fort Wayne, IN

Past

January 13, 2006 - January 27, 2022

MONARCH CAPITAL MANAGEMENT INC

RIA

CRD#: 106244

FORT WAYNE, IN

Past

December 19, 2003 - November 3, 2005

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CINCINNATI, OH

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

Indiana
(5/11/2022)

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 65

Date: 3/3/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 12/4/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/18/2003

General Securities Representative Examination

Current Firm

SOLVE CONSULTING GROUP, LLC

CRD#: 319465 / SEC#:

Indiana

Registered Investment Advisory firm - (5/11/2022 Approved)

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Contact information

Main Address

127 West Berry Street Suite 333, Fort Wayne, IN 46802

Mailing Address

Phone number

(260) 704-6651

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	66
AUM (Assets Under Management)	$ 38,268,622

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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Noel H. Knox

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Noel Hollis Knox's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOLVE CONSULTING GROUP, LLC

MONARCH CAPITAL MANAGEMENT INC

FIFTH THIRD SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/3/2022

Series 66

Date: 12/4/2004

Series 7

Date: 12/18/2003

Current Firm

SOLVE CONSULTING GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SOLVE CONSULTING GROUP, LLC

TRUST BUT VERIFY

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