John M. Knopik
Professional summary
John Michael Knopik, CFP®, who also goes by John Michael Knopik, is a registered financial advisor currently at ASCENT WEALTH MANAGEMENT located in Kalispell, Montana.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. John has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Michael Knopik's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2008
Experience
November 26, 2019 - Present
ASCENT WEALTH MANAGEMENT
Office #1: 770 West Reserve Drive Ste 2, Kalispell, MT 59901February 19, 2008 - December 16, 2019
JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC
November 15, 2005 - January 2, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 28, 2005 - January 2, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/26/2019)
Exams
Current Firm
ASCENT WEALTH MANAGEMENT
CRD#: 305915 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 147 |
| AUM (Assets Under Management) | $ 41,501,192 |
Red Flags
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Company Information
ASCENT WEALTH MANAGEMENT
CRD#: 305915Kalispell, MT 59901TRUST BUT VERIFY
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