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Autumn Jean Knutson

Autumn Jean Knutson

CFP®
STYLED WEALTH
JENKS, OK
·CRD# 6865549·7 years experience

Professional Summary

Autumn Jean Knutson, CFP®, who also goes by Autumn Campbell, Autumn K. Campbell, Autumn Knutson, Autumn Knutson Campbell, is a registered financial advisor currently at STYLED WEALTH located in Jenks, Oklahoma. Autumn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Autumn has worked at 4 firms.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Autumn Campbell, Autumn K. Campbell, Autumn Knutson, Autumn Knutson Campbell

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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Credentials

CFP®
Certified Financial PlannerSince 2018

Years of Experience

7 years in the financial services industry

Current & Past Employments

STYLED WEALTH·CRD# 326784
RIA
Jenks, OK
December 15, 2023 - Present
NECTARINE·CRD# 327155
RIA
Jenks, OK
April 8, 2024 - March 19, 2025
FACET·CRD# 285961
RIA
Jenks, OK
July 28, 2020 - November 20, 2023
THE PLANNING CENTER, INC.·CRD# 118994
RIA
Tulsa, OK
April 16, 2019 - July 20, 2020

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Current Firm

SW
STYLED WEALTH

STYLED WEALTH | STYLED WEALTH, LLC

CRD#: 326784
District of Columbia
Registered Investment Advisory firm - District of Columbia (4/2/2025 Approved)
Louisiana
Registered Investment Advisory firm - Louisiana (12/9/2024 Approved)
Oklahoma
Registered Investment Advisory firm - Oklahoma (12/15/2023 Approved)

Contact Information

Main Address

Jenks, OK

Phone Number

(918) 714-1234

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

96

AUM (Assets Under Management)

$7,927,177

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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.

1) Certified Financial Planner Board of Standards, Inc.; not investment-related; 499 Washington Boulevard, Jersey City, NJ 07310; professional certification and standards-setting organization for financial planning professionals; CFP Board Ambassador; 6/2024; 3 hours/month devoted; 1 hours/month during securities trading hours; raising awareness for CFP� certification through media outlets, social media, interviews, and other sources of communication. 2) Forbes Media LLC; not investment-related; 1425 K Street Northwest, Suite 800, Washington, DC 20005; media outlet; Forbes Advisor Advisory Board; 4/2024; 1 hours/month devoted; 0 hours/month during securities trading hours; reviewing articles related to investing and retirement for completeness and accuracy.

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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.
IAR
District of Columbia
(4/2/2025)
IAR
Louisiana
(12/9/2024)
IAR
Oklahoma
(12/15/2023)

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 Autumn Jean Knutson's CRS (Customer Relationship Summary).

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Autumn Jean Knutson
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