Kyle Thomas Knigge
CFAProfessional Summary
Kyle Thomas Knigge, CFA is a registered financial advisor currently at COLUMBIA ADVISORY PARTNERS, LLC located in Spokane, Washington. Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Kyle has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
J.P. MORGAN SECURITIES LLC
QRIA, INC.
CHARLES SCHWAB & CO., INC.
AMERIPRISE FINANCIAL SERVICES, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
J.P. MORGAN SECURITIES LLC
QRIA, INC.
CHARLES SCHWAB & CO., INC.
AMERIPRISE FINANCIAL SERVICES, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
J.P. MORGAN SECURITIES LLC
QRIA, INC.
CHARLES SCHWAB & CO., INC.
AMERIPRISE FINANCIAL SERVICES, LLC
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.
Similar Advisors
J.P. MORGAN SECURITIES LLC
QRIA, INC.
CHARLES SCHWAB & CO., INC.
AMERIPRISE FINANCIAL SERVICES, LLC
Credentials
Years of Experience
19 years in the financial services industry
Current & Past Employments
Current
Past
Similar Advisors
J.P. MORGAN SECURITIES LLC
QRIA, INC.
CHARLES SCHWAB & CO., INC.
AMERIPRISE FINANCIAL SERVICES, LLC
Current Firm
COLUMBIA ADVISORY PARTNERS, LLC | TOTAL ADVISOR NETWORK, LLC | TOTAL ADVISOR | STEVE LARSEN, CPA, CFP | RIGHT MONEY ADVISORS | RIGHT MONEY | LARSEN FINANCIAL CORP | INTERAXIS PLATFORM
Contact Information
Main Address
6501 N Cedar Road Building 4, Suite C, Spokane, WA 99208Phone Number
(509) 822-3850# of Employees
19SEC notice filing (13 States and Territories)
Registered to provide investment advisory services in 13 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,822AUM (Assets Under Management)
$312,630,000Similar Advisors
J.P. MORGAN SECURITIES LLC
QRIA, INC.
CHARLES SCHWAB & CO., INC.
AMERIPRISE FINANCIAL SERVICES, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
J.P. MORGAN SECURITIES LLC
QRIA, INC.
CHARLES SCHWAB & CO., INC.
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
COLUMBIA ADVISORY PARTNERS, LLC | TOTAL ADVISOR NETWORK, LLC | TOTAL ADVISOR | STEVE LARSEN, CPA, CFP | RIGHT MONEY ADVISORS | RIGHT MONEY | LARSEN FINANCIAL CORP | INTERAXIS PLATFORM
State Registrations and Notice Filings
(1/9/2018)
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.
Similar Advisors
J.P. MORGAN SECURITIES LLC
QRIA, INC.
CHARLES SCHWAB & CO., INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Thomas Knigge's CRS (Customer Relationship Summary).
Similar Advisors
J.P. MORGAN SECURITIES LLC
QRIA, INC.
CHARLES SCHWAB & CO., INC.
AMERIPRISE FINANCIAL SERVICES, LLC
