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Patrick McKnight
Portfolio Manager-Aktien bei Creative Planning LLC
Profil
Mr. Patrick C.
McKnight is a Wealth Manager & Partner at Creative Planning LLC.
He works directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
He brings to his clients more than 8 years of experience in the wealth management industry.
Prior to joining Creative Planning, he worked for a Registered Investment Advisory firm as a Portfolio Manager where he was responsible for having robust knowledge of his clients’ circumstances and providing them with comprehensive wealth management.
He earned a Bachelor of Science degree in Business Administration from Beloit College.
Patrick is also a Certified Financial Planner professional as designated by the Certified Financial Planner Board of Standards.
Aktive Positionen von Patrick McKnight
Unternehmen | Position | Beginn |
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Creative Planning LLC
![]() Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Portfolio Manager-Aktien | 01.12.2021 |
Ehemalige bekannte Positionen von Patrick McKnight
Unternehmen | Position | Ende |
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Heritage Way Advisors LLC
![]() Heritage Way Advisors LLC Investment ManagersFinance Heritage Way Advisors LLC (HWA) is a wealth management firm headquartered in Rockford, Illinois. It was founded by Gary Ollmann and Joan Ollmann in 2003. In 2022, the firm was acquired by Creative Planning LLC from Gary F Ollman Revocable Trust. HWA provides investment management services to individuals, high net-worth individuals, trusts and estates, businesses, foundations, and charitable organizations. | Portfolio Manager-Aktien | - |
Ausbildung von Patrick McKnight
Beloit College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 2 |
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Heritage Way Advisors LLC
![]() Heritage Way Advisors LLC Investment ManagersFinance Heritage Way Advisors LLC (HWA) is a wealth management firm headquartered in Rockford, Illinois. It was founded by Gary Ollmann and Joan Ollmann in 2003. In 2022, the firm was acquired by Creative Planning LLC from Gary F Ollman Revocable Trust. HWA provides investment management services to individuals, high net-worth individuals, trusts and estates, businesses, foundations, and charitable organizations. | Finance |
Creative Planning LLC
![]() Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Finance |