JK
Joseph Knecht
BMO FAMILY OFFICE
CHICAGO, IL 60603
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CRD#: 6067241
JK
Professional summary
Joseph Knecht, CFP® is a registered financial advisor currently at BMO FAMILY OFFICE, LLC located in Chicago, Illinois.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Joseph has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Knecht'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®
Experience
Current
May 25, 2012 - Present
BMO FAMILY OFFICE, LLC
Office #1: 111 W Monroe St 10e, Chicago, IL 60603RIA
CRD#: 110264
CHICAGO, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BMO FAMILY OFFICE, LLC
BMO FAMILY OFFICE | MYCFO INVESTMENT ADVISORY SERVICES, LLC | MYCFO INVESTMENT ADVISORY SERVICES | MYCFO | HARRIS MYCFO, LLC | HARRIS MYCFO INVESTMENT ADVISORY SERVICES LLC | CTC MYCFO, LLC | CTC | MYCFO | BMO WEALTH MANAGEMENT | BMO PRIVATE WEALTH | BMO FAMILY OFFICE, LLC
CRD#: 110264 / SEC#: 801-56868
RIA
Registered Investment Advisory firm - (10/20/1999 Approved)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
Illinois(5/25/2012)
Exams
Current Firm
BF
BMO FAMILY OFFICE, LLC
BMO FAMILY OFFICE | MYCFO INVESTMENT ADVISORY SERVICES, LLC | MYCFO INVESTMENT ADVISORY SERVICES | MYCFO | HARRIS MYCFO, LLC | HARRIS MYCFO INVESTMENT ADVISORY SERVICES LLC | CTC MYCFO, LLC | CTC | MYCFO | BMO WEALTH MANAGEMENT | BMO PRIVATE WEALTH | BMO FAMILY OFFICE, LLC
CRD#: 110264 / SEC#: 801-56868
RIA
Registered Investment Advisory firm - (10/20/1999 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
320 South Canal Street Floor 12, Chicago, IL 60606
Mailing Address
Phone number
(650) 210-5042
Established
Firm type
Fiscal year end
# of Employees
120
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,520 |
| AUM (Assets Under Management) | $ 8,129,615,220 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 08/26/2024 | ||
| 09/21/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
