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Autumn Jean Knutson

Autumn J. Knutson

STYLED WEALTH
Jenks, OK
Some features on this profile are disabled
CRD#: 6865549
Autumn Jean Knutson

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 .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Autumn Campbell | Autumn K. Campbell | Autumn Knutson | Autumn Knutson Campbell

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.
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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Autumn Jean Knutson'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: 2018

Experience

Current

December 15, 2023 - Present

STYLED WEALTH

RIA
CRD#: 326784
Jenks, OK
Past

April 8, 2024 - March 19, 2025

NECTARINE

RIA
CRD#: 327155
Jenks, OK
Past

July 28, 2020 - November 20, 2023

FACET

RIA
CRD#: 285961
Jenks, OK
Past

April 16, 2019 - July 20, 2020

THE PLANNING CENTER, INC.

RIA
CRD#: 118994
Tulsa, OK

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

Exams

Current Firm

SW
STYLED WEALTH
STYLED WEALTH | STYLED WEALTH, LLC

CRD#: 326784 / SEC#:

District of Columbia
Registered Investment Advisory firm - (4/2/2025 Approved)
Louisiana
Registered Investment Advisory firm - (12/9/2024 Approved)
Oklahoma
Registered Investment Advisory firm - (12/15/2023 Approved)
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Contact information

Main Address
Jenks, OK
Mailing Address
Phone number
(918) 714-1234
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts13
AUM (Assets Under Management)$ 624,252

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

STYLED WEALTH

CRD#: 326784Jenks, OK

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