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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -Other Financial Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Simplified Insurance Services DBA KRWM Insurance Services 2 years, 6 months Apr 2017 - Present
Woodbridge Wealth 3 years, 1 month Sep 2016 - Present
AAI 4 years, 3 months Jul 2015 - Present
Knr Consulting and Wealth Management, Inc. 5 years Oct 2014 - Present
Gold King International 6 years, 11 months Nov 2012 - Present
Knr Consulting Group, Inc. 6 years, 1 month Jul 2011 - Aug 2017
William Jordan & Associates Inc 3 years, 11 months Jan 2011 - Dec 2014
Accelerated Capital Group 1 year, 7 months Nov 2010 - Jun 2012
Edward Jones 2 years, 11 months Dec 2007 - Nov 2010

Designations & Memberships

  • American Association of Individual Investors
    Membership
    American Association of Individual Investors
    The American Association of Individual Investors is a nonprofit organization with about 150,000 members whose purpose is to educate individual investors regarding stock market portolios, financial planning, and retirement accounts.
  • Accredited Asset Management Specialist
    Designation
    Accredited Asset Management Specialist
    Individuals holding this designation are well versed in asset management processses, asset allocation and selection, taxation of investment products, investments and insurance for both individuals and businesses
  • Registered Financial Consultant
    Designation
    Registered Financial Consultant
    Supplemental online designation for already-certified advisors who are interested in additional knowledge in the wealth management industry

Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Dec 2, 2017
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    1
  • as of date
    Dec 2, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Knr Consulting and Wealth Management, Inc.

Last updated on Aug. 7, 2017
    • N/A
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • N/A
      Accounts
    • N/A
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Fixed Fees
  • Other