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Stephen Knutson
CRD Number: 7030042Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Stephen Knutson (CRD# 7030042) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rockford, IL and has over 5 years of experience in the finance industry.
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Savant Wealth Management
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Rockford, IL | Feb 2023 - Current | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rockford, IL | Dec 2022 - Current | 1 |
21st Century Videography | Schaumburg, IL | Sep 2015 - Current | 8 |
21st Century Videography | Schaumburg, IL | Aug 2013 - Current | 10 |
Depaul University | Chicagoi, IL | Jan 2000 - Current | 24 |
J.p. Morgan Securities LLC | Wheaton, IL | Sep 2018 - Dec 2022 | 4 |
Jpmorgan Chase Bank, N.a. | Wheaton, IL | Aug 2018 - Dec 2022 | 4 |
Systems Research Incorporated | Schaumburg, IL | Jul 2017 - Sep 2018 | 1 |
Chef Vince's Zeal | Schaumburg, IL | Jun 2017 - Jul 2017 | < 1 |
Roanoke Insurance Group Inc. | Schaumburg, IL | May 2006 - Jul 2017 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2019 |
S65 | NASAA Investment Advisors Law Examination | May 2022 |
- IL
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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