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Emily A. Noyes

PARR MCKNIGHT WEALTH MANAGEMENT GROUP
MINNEAPOLIS, MN 55402
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CRD#: 7177574
EN

Professional summary


Emily Ann Noyes, who also goes by Emily Noyes, is a registered financial advisor currently at PARR MCKNIGHT WEALTH MANAGEMENT GROUP located in Minneapolis, Minnesota.

Emily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Emily has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Emily Noyes

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.
PARR MCKNIGHT WEALTH MANAGEMENT LLC, INV RELATED, MINNEAPOLIS, MN, WEALTH MANAGEMENT ASSISTANT, START 1/15/2024, 200 HOURS PER MONTH, 130 HOURS DURING TRADING, RIA.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Emily Ann Noyes's CRS (Customer Relationship Summary).
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

August 12, 2024 - Present

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

Office #1: 333 S 7th Street, Suite 2370, Minneapolis, MN 55402
RIA
CRD#: 330050
MINNEAPOLIS, MN
Past

June 21, 2023 - August 22, 2024

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
MINNEAPOLIS, MN
Past

March 13, 2023 - August 22, 2024

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
MINNEAPOLIS, MN

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".
PM
PARR MCKNIGHT WEALTH MANAGEMENT GROUP
PARR MCKNIGHT WEALTH MANAGEMENT GROUP | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

CRD#: 330050 / SEC#: 801-130400

RIA
Registered Investment Advisory firm - (5/30/2024 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
Minnesota
(8/12/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/21/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/13/2023
General Securities Representative Examination
General Industry/Product Exam

Current Firm


PM
PARR MCKNIGHT WEALTH MANAGEMENT GROUP
PARR MCKNIGHT WEALTH MANAGEMENT GROUP | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

CRD#: 330050 / SEC#: 801-130400

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


Main Address
333 S 7th Street, Suite 2370, Minneapolis, MN 55402
Mailing Address
Phone number
(612) 324-0235
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (10 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PMWMG ADV PART 2A 03-12-2025 (3/13/2025)

Regulatory assets under management


Total Number of Accounts2,711
AUM (Assets Under Management)$ 952,370,875

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


PARR MCKNIGHT WEALTH MANAGEMENT GROUP

CRD#: 330050Minneapolis, MN 55402

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