Jared
Knobbe
Valmark Advisers, Inc
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About this Advisor
Jared Knobbe is a financial advisor based in Elkhorn, Nebraska, working with Valmark Advisers, Inc. Jared has previously held positions at Jk Horseshoeing Services, Acee Wash Systems, F & M Bank, Waddell & Reed Inc, Various Insurance Carriers For W & R Insurance Agencies, Holliday Planning LLC, Michelle Holliday, Ag Vision International, Jmjk Properties, 2819 Rental Property, Lpl Financial LLC, Valmark Securities, Inc, and Valmark Advisers, Inc. Jared has passed the Series 66 regulatory exam and is registered to provide services in Florida, Nebraska, South Carolina, and Virginia. Currently, Jared is part of Valmark Advisers, Inc, which operates out of Elkhorn, Nebraska. The firm has 156 offices and 260 employees. The firm manages assets totaling $7.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Valmark Advisers, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Valmark Advisers, Inc Brokerage Details
$7,029,587,820
260
17,262
$407,229
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jared Knobbe Work History
Valmark Securities, Inc
Valmark Advisers, Inc
Lpl Financial LLC
2819 Rental Property
Ag Vision International
Jmjk Properties
Holliday Planning LLC
Michelle Holliday
F & M Bank
Waddell & Reed Inc
Various Insurance Carriers For W & R Insurance Agencies
Acee Wash Systems
Jk Horseshoeing Services
Disclosures
Please visit the SEC profile of Jared Knobbe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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