Mark
Knipfer
Wealthspire Advisors
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About this Advisor
Mark Knipfer is a financial advisor who works in Madison, Wisconsin. Knipfer currently works for Wealthspire Advisors. The advisor has gained experience at Madison Investment Advisors, Inc, Mfd Distributor LLC, Greenrock Research, Inc and Wealthspire Advisors. Knipfer holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in Wisconsin. Wealthspire Advisors is a financial advisory company that has its headquarters in New York, NY. The investment advisory business has offices in 17 locations and a total of 250 employees. It controls $16 billion in assets under management among its 6,622 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 40 charities and foundations. Of its 6,622 client accounts, 44% are held by high-net-worth investors who have greater than $1 million in investable assets. Wealthspire Advisors provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on which services the firm provides the client. However, fee types charged by Wealthspire Advisors most likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthspire Advisors Brokerage Details
$16,318,934,315
250
6,622
$2,464,351
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Mark Knipfer Work History
Mark has been registered as a financial advisor for 0 years.*
Wealthspire Advisors
Greenrock Research, Inc
Madison Investment Advisors, Inc
Mfd Distributor 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 Mark Knipfer 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 Wealthspire Advisors
New York, NY
Madison, WI
New York, NY
New York, NY
San Francisco, CA
Reston, VA
New York, NY
New York, NY
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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