Dianna Knudsen
Dianna Knudsen is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mason, OH, with 10 years of industry experience. Dianna is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
104 Reading Rd, Mason, OH, 45040
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2019Other Business Activities
Dianna is the owner of DCA Real Estate LLC, a sole proprietorship, since 2020. She spends minimal time maintaining the property.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations31 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.
Exams
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