Corbin Knollman (CRD# 6518829) is an Investment Advisor Representative working at Bok Financial Advisors in Overland Park, KS and has over 8 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bok Financial Securities, Inc. | Overland Park, KS | Oct 2022 - Current | 1 |
| Bokf, Na | Overland Park, KS | Oct 2022 - Current | 1 |
| Edward Jones | St Louis, MO | Jul 2015 - Oct 2022 | 7 |
| Wildcat Creek Winery | Lafayette, IN | Jun 2014 - May 2015 | < 1 |
| Purdue University | West Lafayette, IN | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
- KS
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Total Assets Under Management738MILLIONS
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Total Number of Accounts3,101ACCOUNTS
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Average Account Value$237,845
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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