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Robert Charles Knode

Robert C. Knode

KNODE WEALTH MANAGEMENT LLC
PLANO, TX 75023
Some features on this profile are disabled
CRD#: 5006234
Robert Charles Knode

Professional summary

Robert Charles Knode, CFP®, who also goes by Bob Knode, Bobby C. Knode, is a registered financial advisor currently at KNODE WEALTH MANAGEMENT LLC located in Plano, Texas.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Robert has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bob Knode | Bobby C. Knode

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Charles Knode'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®

Certified Financial Planner

Start date: 2009

Experience

Current

July 1, 2025 - Present

KNODE WEALTH MANAGEMENT LLC

Office #1: 3920 Alma Dr. Ste 304, Plano, TX 75023
RIA
CRD#: 336114
PLANO, TX
Past

May 14, 2019 - January 13, 2025

QUADCAP WEALTH MANAGEMENT, LLC

RIA
CRD#: 151490
FRISCO, TX
Past

April 29, 2015 - February 8, 2019

EXENCIAL WEALTH ADVISORS

RIA
CRD#: 130475
FRISCO, TX
Past

January 13, 2014 - April 6, 2015

WEAVER WEALTH MANAGEMENT

RIA
CRD#: 115150
DALLAS, TX
Past

January 13, 2014 - April 6, 2015

WEAVER TIDWELL CAPITAL, LLC

BD
CRD#: 145871
DALLAS, TX
Past

August 16, 2011 - June 26, 2012

LPL FINANCIAL LLC

RIA
CRD#: 6413
RICHARDSON, TX
Past

August 16, 2011 - June 26, 2012

LPL FINANCIAL LLC

BD
CRD#: 6413
RICHARDSON, TX
Past

October 26, 2007 - April 20, 2010

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA
CRD#: 106693
DALLAS, TX
Past

November 22, 2006 - April 20, 2010

MERCER ALLIED COMPANY, L.P.

BD
CRD#: 37404
DALLAS, TX

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
Texas
(7/1/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/22/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/6/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/21/2006
General Securities Representative Examination

Current Firm

KW
KNODE WEALTH MANAGEMENT LLC
KNODE WEALTH MANAGEMENT LLC

CRD#: 336114 / SEC#:

Texas
Registered Investment Advisory firm - (7/1/2025 Approved)
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Contact information

Main Address
3920 Alma Dr. Ste 304, Plano, TX 75023
Mailing Address
Phone number
(972) 489-3733
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts48
AUM (Assets Under Management)$ 20,594,943

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.

Company Information

KNODE WEALTH MANAGEMENT LLC

CRD#: 336114Plano, TX 75023

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