Kenneth Knopf
Kenneth Knopf is a CFP-designated registered investment advisor at VALIC Financial Advisors, INC., based in Wakefield, MA, with 28 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
301 Edgewater Place, Suite 100, Wakefield, MA, 01880
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kenneth works as an agent for AGIA, selling non-securities insurance products. This requires a few hours per week.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Bentley Wealth Advisors, LLC
1st Global Advisors INC
1st Global Capital CORP.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
Ifmg Securities, INC.Broker
Liberty Life Securities LLCBroker
Liberty Securities CorporationBroker
Main Street Management CompanyBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, INC.Broker
Intersecurities, INC.Broker
Uslife Equity Sales CORP.Broker
State Registrations11 states
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.