Sean
Knoerzer
Ci Private Wealth
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About this Advisor
Sean Knoerzer is a certified financial planner who works out of Itasca, Illinois with a total of 1 year of industry experience. Knoerzer currently works for Ci Private Wealth. Their career trajectory has included roles at Balasa Dinverno Foltz LLC, Busey Wealth Management, University Of Illinois Foundation, Prudential Insurance Company, University Of Illinois At Urbana-Champaign and Ci Bdf Private Wealth. Knoerzer maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in Illinois. Ci Private Wealth is a registered investment business operating out of Miami, FL. The firm has offices in 28 locations and a total of 825 advisors. It oversees $95 billion in assets across its 79,738 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 504 charitable organizations. Of its 79,738 customer accounts, 51% belong to high-net-worth individuals who have more than $1 million in investable assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fee types billed by Ci Private Wealth may include some blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ci Private Wealth Brokerage Details
$94,617,046,882
825
79,738
$1,186,599
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Sean Knoerzer Work History
Sean has been registered as a financial advisor for 1 years.*
Ci Bdf Private Wealth
Balasa Dinverno Foltz LLC
Balasa Dinverno Foltz LLC
Balasa Dinverno Foltz LLC
Balasa Dinverno Foltz LLC
Balasa Dinverno Foltz LLC
Busey Wealth Management
University Of Illinois Foundation
Prudential Insurance Company
University Of Illinois At Urbana-Champaign
*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 Sean Knoerzer 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 Ci Private Wealth
Dallas, TX
Itasca, IL
Wayne, PA
New York, NY
San Diego, CA
San Diego, CA
Itasca, IL
Itasca, IL
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.
