PK
PK
Paul Knier is a registered investment advisor, based in Schaumburg, IL, with 33 years of industry experience.
Location
425 N. Martingale Rd., Suite 1220, Schaumburg, IL, 60173
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Regulatory History (2)
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Customer Dispute
August 2011Settled
Customer Dispute
October 2009Settled
Other Business ActivitiesSells Insurance
Paul owns Paul A. Knier Inc/ DBA PK Financial for insurance and securities business, dedicating all of his work time to it. He also serves as a trustee for multiple trusts and as the Mayor of Big Lake, MN, spending about 10-20% of his time on mayoral duties.
Employment History
Current Registrations
Cabot Lodge Securities LLCBroker
June 2013 - Present · 12 yrs 11 mos
Cl Wealth Management LLC
October 2011 - Present · 14 yrs 7 mos
Previous Registrations
Allied Beacon Partners, INC.Broker
October 2011 - July 2013 · 1 yr 9 mos
Workman Securities Corporation
January 2010 - September 2011 · 1 yr 8 mos
Workman Securities CorporationBroker
June 2002 - September 2011 · 9 yrs 3 mos
Lfk IncorporatedBroker
June 1992 - June 2002 · 10 yrs
State Registrations15 states
AKAZCAFLGAIAILLAMNNDOKTXVAWAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.