Matthew Thomas Knoll
CFP®Professional Summary
Matthew Thomas Knoll, CFP®, who also goes by Matt T. Knoll, is a registered financial advisor currently at THE PLANNING CENTER, INC. located in Moline, Illinois. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Matthew has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Matthew Thomas Knoll, Matt T. Knoll
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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J.P. MORGAN SECURITIES LLC
Disclosures on record.
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Credentials
Years of Experience
12 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
THE PLANNING CENTER ADVISORS, INC. | THE PLANNING CENTER, INC.
Contact Information
Main Address
1615 5th Avenue, Moline, IL 61265Phone Number
(309) 797-4030# of Employees
28SEC notice filing (20 States and Territories)
Registered to provide investment advisory services in 20 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,032AUM (Assets Under Management)
$1,371,859,808Similar Advisors
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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
THE PLANNING CENTER ADVISORS, INC. | THE PLANNING CENTER, INC.
State Registrations and Notice Filings
(7/24/2014)
(7/24/2014)
(11/30/2018)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew Thomas Knoll's CRS (Customer Relationship Summary).
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J.P. MORGAN SECURITIES LLC