Jack L. Knetter

MODERN WEALTH LLC

Mosinee, WI

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CRD#: 5007135

Professional summary

Jack Louis Knetter, who also goes by Jack Knetter, is a registered financial advisor currently at MODERN WEALTH LLC located in Mosinee, Wisconsin.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jack has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jack Knetter

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.

INSURANCE SALES; ADDRESS 1488 MERRILL AVE WAUSAU WI 54401; MONTHLY HOURS - TOTAL OF 30 WITH 20 DURING TRADING HOURS. INVESTMENT RELATED. Founding Partner at Modern Wealth Insurance Services LLC; Investment related: Yes; Location of the business: 249 E Chicago Street, Suite 128 Chandler Arizona 85225; Description of the business: Insurance agency handling life, disability, LTC, and annuities; Start date with business: 2024-08-09; Hours per month devoted to business during trading hours: 20; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 30.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Louis Knetter'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 31, 2024 - Present

MODERN WEALTH LLC

RIA

CRD#: 331245

Mosinee, WI

Past

March 28, 2023 - April 25, 2024

CAPE SECURITIES INC.

CRD#: 7072

WAUSAU, WI

Past

September 22, 2022 - June 3, 2024

TERRA WEALTH

RIA

CRD#: 320643

MOSINEE, WI

Past

April 9, 2014 - September 23, 2022

PFS INVESTMENTS INC.

RIA

CRD#: 10111

WAUSAU, WI

Past

July 12, 2013 - September 23, 2022

PFS INVESTMENTS INC.

CRD#: 10111

WAUSAU, WI

Past

January 23, 2008 - May 7, 2013

FBL MARKETING SERVICES, LLC

CRD#: 5309

ROTHSCHILD, WI

Past

August 23, 2005 - September 5, 2006

WORLD GROUP SECURITIES, INC.

CRD#: 114473

DULUTH, GA

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

California
(5/31/2024)

IAR

Wisconsin
(5/31/2024)

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: 2/24/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/29/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/22/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MODERN WEALTH LLC

MODERN WEALTH | MODERN WEALTH LLC

CRD#: 331245 / SEC#:

Arizona

Registered Investment Advisory firm - (5/30/2024 Approved)

California

Registered Investment Advisory firm - (5/31/2024 Approved)

Texas

Registered Investment Advisory firm - (3/7/2025 Conditional Restricted)

Wisconsin

Registered Investment Advisory firm - (5/31/2024 Approved)

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Contact information

Main Address

3133 W Frye Road Suite 101, Chandler, AZ 85226

Mailing Address

Phone number

(480) 269-2309

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	316
AUM (Assets Under Management)	$ 14,579,262

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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Firm Stability Insights

Jack L. Knetter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Louis Knetter's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPE SECURITIES INC.

TERRA WEALTH

PFS INVESTMENTS INC.

PFS INVESTMENTS INC.

FBL MARKETING SERVICES, LLC

WORLD GROUP SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/24/2014

Series 63

Date: 8/29/2005

SIE

Date: 10/1/2018

Series 6

Date: 8/22/2005

Current Firm

MODERN WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MODERN WEALTH LLC

TRUST BUT VERIFY

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