Michael Knee (CRD# 5480965) is an Investment Advisor Representative working at Atlas Fiduciary Services, Inc. in Concord, NH and has over 6 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 1350047
Legacy Financial Solutions, Inc.
CRD# 4729388
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Atlas Fiduciary Services, Inc. | Concord, NH | Apr 2022 - Current | 2 |
| Atlas Financial Group | Concord, NH | Jan 2021 - Current | 3 |
| Energybits Dba Michael Knee | Manchester, NH | Jul 2014 - Current | 9 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Feb 2014 - Current | 10 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Apr 2021 - Feb 2024 | 2 |
| Ups | Manchester, NH | Dec 2020 - Jan 2021 | < 1 |
| Ameriprise Financial Services | Salem, NH | Jan 2020 - Nov 2020 | < 1 |
| Travis Terry & Company Pc | Salem, NH | Jan 2019 - Nov 2020 | 1 |
| Avantax Advisory Services | Dallas, TX | Feb 2019 - Jan 2020 | < 1 |
| Hd Vest Advisory Services | Bow, NH | Dec 2018 - Feb 2019 | < 1 |
| Change Path LLC | Leawoood, KS | Jan 2018 - Dec 2018 | < 1 |
| Michael Knee Dba Glasswater Retirement Strategies LLC | Concord, NH | Jul 2017 - Dec 2018 | 1 |
| M.o.m.s Painting Company | Bedford, NH | Aug 2018 - Sep 2018 | < 1 |
| Mobile Repair | Nashua, NH | Mar 2018 - Aug 2018 | < 1 |
| Unemployed | Bow, NH | Feb 2017 - Jul 2017 | < 1 |
| Advisory Group Equity Services Ltd | Woburn, MA | Nov 2016 - Apr 2017 | < 1 |
| Primary Financial Care Providers | Concord, NH | Oct 2016 - Feb 2017 | < 1 |
| Unemployed | Los Angeles, CA | Feb 2016 - Oct 2016 | < 1 |
| Margaritas Restaurant | Concord, NH | Jul 2016 - Sep 2016 | < 1 |
| Superbtech Inc. | Los Angeles, CA | Oct 2015 - Apr 2016 | < 1 |
| Three Rivers Whitewater LLC | The Forks, ME | Jun 2014 - Oct 2015 | 1 |
| University Of Maine | Orono, ME | Aug 2007 - Dec 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
- NH
-
Total Assets Under Management254MILLIONS
-
Total Number of Accounts151ACCOUNTS
-
Average Account Value$1,679,768
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
NH
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.