Michael
Knee

Cambridge Investment Research Advisors, Inc

CRD#5480965
Investment Advisor
in Concord, NH

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About this Advisor

Michael Knee is a financial advisor who works in Concord, New Hampshire, who has 2 years of industry experience. Knee is on the advisory team at Cambridge Investment Research Advisors, Inc. Over the course of their career, they have held roles at Primary Financial Care Providers, Margaritas Restaurant, Superbtech Inc, Three Rivers Whitewater LLC, Ruby Tuesday, Change Path LLC, Hd Vest Advisory Services, Mobile Repair, M.O.M.S Painting Company, Advisory Group Equity Services LTD, University Of Maine, Michael Knee Dba Glasswater Retirement Strategies LLC, Travis Terry & Company Pc, Michael Knee, Avantax Advisory Services, Cambridge Investment Research Advisors, Inc, Ameriprise Financial, Ups and Atlas Financial Group. Knee holds a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in New Hampshire. Cambridge Investment Research Advisors, Inc is a financial advisory firm that has its headquarters in Fairfield, IA. The investment advisory business has offices in 2,023 locations and a total of 3,352 people on staff. It administers $82 billion in assets between its 461,370 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to six charitable organizations. Of its 461,370 customer accounts, just 10% belong to high-net-worth individuals who have more than $1 million in investable assets. The business offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Fees for financial advice usually depend on which services the firm provides the client. However, fee types billed by Cambridge Investment Research Advisors, Inc can include some combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

123 N State St. Unit 1
Concord, NH 03301

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$82,427,818,654

NH Average: $9,259,360,772
Total Number of Employees

3,352

NH Average: 166
Total Number of Accounts

461,370

NH Average: 7,189
Average Account Size

$178,659

NH Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Michael Knee Work History

Michael has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Cambridge Investment Research Advisors, Inc

2021 - Present (3 years)

Atlas Financial Group

2019 - Present (5 years)

Michael Knee

2020 - 2020 (< 1 year)

Ameriprise Financial

2020 - 2021 (1 year)

Ups

2019 - 2020 (1 year)

Travis Terry & Company Pc

2019 - 2020 (1 year)

Avantax Advisory Services

2018 - 2018 (< 1 year)

Change Path LLC

2018 - 2019 (1 year)

Hd Vest Advisory Services

2018 - 2018 (< 1 year)

Mobile Repair

2018 - 2018 (< 1 year)

M.O.M.S Painting Company

2017 - 2018 (1 year)

Michael Knee Dba Glasswater Retirement Strategies LLC

2016 - 2017 (1 year)

Primary Financial Care Providers

2016 - 2016 (< 1 year)

Margaritas Restaurant

2016 - 2017 (1 year)

Advisory Group Equity Services LTD

2015 - 2016 (1 year)

Superbtech Inc

2014 - 2015 (1 year)

Three Rivers Whitewater LLC

2011 - 2013 (2 years)

Ruby Tuesday

2007 - 2014 (7 years)

University Of Maine

*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 Michael Knee 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 Cambridge Investment Research Advisors, Inc

Herbert Modrak
Glen Allen, VA
Andrew Wittich
Houston, TX
Ryan Bouchard
Kennesaw, GA
John Ladick
Fairfield, IA
Winston Malone
Roanoke, TX
Enrico Bawar
Staten Island, NY
James Hinson
Brentwood, TN
Crescencio Alvarez
Fairfield, IA

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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