Matthew
Knell
Arbor Capital Management Inc
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About this Advisor
Matthew Knell is a certified financial planner who works out of Anchorage, Alaska with 1 year of industry experience. Knell is an advisor for Arbor Capital Management Inc. Throughout their career, they have worked at Wells Fargo Bank Na, Wells Fargo Advisors LLC, Charles Schwab & Co., Inc, Charles Schwab Bank, Cuso Financial Services, L.P and Arbor Capital Management Inc. Knell maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Alaska. Arbor Capital Management Inc is a registered investment firm that has its headquarters in Anchorage, AK. The firm has offices in five locations and a total of 11 advisors. It has $282 million in assets between its 428 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 428 accounts, 23% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Arbor Capital Management Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. A financial advisor's fees typically are based on which services are provided. Fees billed by Arbor Capital Management Inc likely are comprised of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arbor Capital Management Inc Brokerage Details
$281,824,396
11
428
$658,468
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Matthew Knell Work History
Matthew has been registered as a financial advisor for 1 years.*
Arbor Capital Management Inc
Cuso Financial Services, L.P
Charles Schwab & Co., Inc
Charles Schwab Bank
Wells Fargo Bank Na
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Knell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Arbor Capital Management Inc
Anchorage, AK
Anchorage, AK
Anchorage, AK
Anchorage, AK
Anchorage, AK
Anchorage, AK
Cedar Park, TX
Anchorage, AK
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
