Autumn Knutson is a CFP-designated registered investment advisor at Styled Wealth, based in Jenks, OK, with 6 years of industry experience. Autumn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 8 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is included at no additional cost for clients engaging in comprehensive financial planning services.
Contact
Autumn Knutson
Location
Jenks, OK
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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.
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Autumn is a CFP Board Ambassador, dedicating minimal time to raising awareness for CFP® certification. She also serves on the Forbes Advisor Advisory Board, reviewing articles related to investing and retirement, also dedicating minimal time.
Employment History
Current Registrations
Styled Wealth
Previous Registrations
Nectarine
Facet
The Planning Center, INC.
State Registrations3 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
Additional Information
I founded Styled Wealth to provide trustworthy advice to impact-driven people navigating complex financial decisions. As a former teacher and counselor, I provide a collaborative, guided approach to financial planning. We take time to discuss tradeoffs, implications, and project scenarios so that when you do make decisions, they are both informed and confident. You define your wealthy life; I help you actualize it.