Colette Knobeloch is a CFP-designated registered investment advisor, based in Troy, IL, with 13 years of industry experience.
Location
503 O'Hara Drive, Suite 2, Troy, IL, 62294
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Regulatory History
Clean regulatory record
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
Colette holds an insurance license, but has not sold insurance in the last 3 years. She dedicates minimal time to this activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
November 2025 - Present · 6 mos
Cambridge Investment Research, INC.Broker
November 2025 - Present · 6 mos
Previous Registrations
Osaic Wealth, INC.
September 2023 - December 2025 · 2 yrs 3 mos
Osaic Wealth, INC.Broker
September 2023 - December 2025 · 2 yrs 3 mos
Sagepoint Financial, INC.
February 2021 - September 2023 · 2 yrs 7 mos
Sagepoint Financial, INC.Broker
February 2021 - September 2023 · 2 yrs 7 mos
First Allied Securities, INC.Broker
January 2021 - February 2021 · 1 mo
Cetera Investment Advisers LLC
January 2021 - February 2021 · 1 mo
Cetera Investment Advisers LLC
November 2020 - December 2020 · 1 mo
First Allied Securities, INC.Broker
October 2017 - December 2020 · 3 yrs 2 mos
First Allied Advisory Services, INC.
October 2017 - November 2020 · 3 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
September 2012 - October 2017 · 5 yrs 1 mo
Wells Fargo Clearing Services, LLC
August 2012 - October 2017 · 5 yrs 2 mos
State Registrations7 states
ARCOILMOORTXWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.