Seth Knudsen
Seth Knudsen is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Loveland, OH, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
394 Wards Corner Road, Suite 150, Loveland, OH, 45140
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Seth is a partner in KelJac CAC, an LLC set up for potential real estate purchases, dedicating minimal time. He is also the CEO of Knudsen Wealth Planning, his DBA name for RJFS, spending about a quarter to half of his time on this.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations26 states
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