Daniel
Knelson

First Advisors National, LLC

CRD#7776913
Investment Advisor
in Spring Hill, TN

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About this Advisor

Daniel Knelson is a financial advisor based in Spring Hill, Tennessee, working with First Advisors National, LLC. Daniel has previously held positions at Minnesota Life Insurance Company, Securian Financial Services Inc, Shoemaker Financial, Cornerstone Senior Services, Helton Insurance Agency, Transamerica Agency Network, Madisonville Police Department, Owensboro Police Department, and Cetera Advisor Networks LLC. Daniel has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Tennessee. Currently, Daniel is part of First Advisors National, LLC, which operates out of Spring Hill, Tennessee. The firm has 60 offices and 70 employees. The firm manages assets totaling $448.3 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at First Advisors National, LLC includes asset-based and other fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Others

Office Location

Spring Hill, TN

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First Advisors National, LLC Brokerage Details

Total Assets Under Management

$448,270,954

TN Average: $3,570,121,308
Total Number of Employees

70

TN Average: 58
Total Number of Accounts

4,892

TN Average: 1,608
Average Account Size

$91,633

TN Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Daniel Knelson Work History

2023 - Present (1 year)

Shoemaker Financial

2020 - Present (4 years)

Cornerstone Senior Services

2023 - 2023 (< 1 year)

Minnesota Life Insurance Company

2023 - 2023 (< 1 year)

Securian Financial Services Inc

2023 - 2023 (< 1 year)

Cetera Advisor Networks LLC

2019 - 2020 (1 year)

Helton Insurance Agency

2018 - 2019 (1 year)

Transamerica Agency Network

2015 - 2018 (3 years)

Madisonville Police Department

2003 - 2015 (12 years)

Owensboro Police Department

Disclosures

Please visit the SEC profile of Daniel Knelson 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 First Advisors National, LLC

Michael Schessler
Chicago, IL
Brendan Houlihan
Palos Heights, IL
William Goaslind
Phoenux, AZ
Elwood Chambers
Crossville, TN
Jose Hernandez-Gomez
Long Beach, CA
Jeremy Vaught
Apache Junction, AZ
Peter Crabtree
Libertyville, IL
George Nickels
Flowery Branch, GA

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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