Olivia Knapp (CRD# 7835169) is an Investment Advisor Representative working at Colleen Weber Cpa, LLC in Chanhassen, MN and has 1 year of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Colleen Weber Cpa LLC | Chanhassen, MN | Nov 2020 - Current | 3 |
| O'meara Leer Wagner Kohl | Edina, MN | May 2018 - Nov 2020 | 2 |
| University Of St. Thomas School Of Law | Minneapolis, MN | Sep 2016 - May 2019 | 2 |
| Carver County Attorney's Office | Chaska, MN | Jul 2017 - Apr 2018 | < 1 |
| Donaldson Company | Bloomington, MN | Jun 2017 - Aug 2017 | < 1 |
| Bearpath Country Club | Eden Prairie, MN | Jun 2016 - Aug 2016 | < 1 |
| University Of St. Thomas | St. Paul, MN | Sep 2012 - May 2016 | 3 |
| Buffalo Wild Wings | St. Paul, MN | Apr 2015 - Dec 2015 | < 1 |
| Homeservices Relocation | Edina, MN | Jun 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- MN
-
Total Assets Under Management109MILLIONS
-
Total Number of Accounts213ACCOUNTS
-
Average Account Value$511,862
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MN
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