Michael
Knee
Atlas Fiduciary Services, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Knee is a financial advisor based in Concord, New Hampshire, working with Atlas Fiduciary Services, Inc. Michael has previously held positions at Primary Financial Care Providers, Margaritas Restaurant, Superbtech Inc, Three Rivers Whitewater LLC, 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, Energybits Dba Michael Knee, Avantax Advisory Services, Cambridge Investment Research Advisors, Inc, Ameriprise Financial Services, Ups, Atlas Financial Group, and Atlas Fiduciary Services, Inc. Michael has passed the Series 65 regulatory exam and is registered to provide services in New Hampshire. Currently, Michael is part of Atlas Fiduciary Services, Inc, which operates out of Concord, New Hampshire. The firm has 2 employees and manages assets totaling $253.6 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Atlas Fiduciary Services, Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Atlas Fiduciary Services, Inc Brokerage Details
$253,644,953
2
151
$1,679,768
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Michael Knee Work History
Atlas Fiduciary Services, Inc
Cambridge Investment Research Advisors, Inc
Atlas Financial Group
Energybits Dba Michael Knee
Cambridge Investment Research Advisors, Inc
Ameriprise Financial Services
Ups
Travis Terry & Company Pc
Avantax Advisory Services
Change Path LLC
Hd Vest Advisory Services
Mobile Repair
M.O.M.S Painting Company
Michael Knee Dba Glasswater Retirement Strategies LLC
Primary Financial Care Providers
Margaritas Restaurant
Advisory Group Equity Services LTD
Superbtech Inc
Three Rivers Whitewater LLC
University Of Maine
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 Atlas Fiduciary Services, Inc
Concord, NH
Concord, NH
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
