Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Christian Knutson is a financial advisor at Osaic Wealth, Inc. Andrew is a seasoned professional with over 30 years of experience in the financial services industry. Andrew holds the Series 7, 24, 53, 63, and 66 licenses and has been registered with the Securities and Exchange Commission (SEC) since 1992. Andrew also holds a Life & Health Insurance License, and a Montana Investment Advisor License. Andrew is a licensed insurance agent in the state of Montana and specializes in term life insurance for qualified clients. In addition to serving individuals, Andrew also provides financial planning and portfolio management services to businesses. Andrew is also active in the community as an election official for Missoula County. Andrew's primary office is located at 6983 Alisha Drive, Missoula, MT 59803.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MT
09/01/2023 - Present
Osaic Wealth, Inc. (MISSOULA MT)
MT
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (MISSOULA MT)
AZ
02/12/1994 - 10/31/2005
SPELMAN & CO., INC. (PHOENIX AZ)
AZ
09/30/1999 - 05/12/2000
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
MO
07/20/1992 - 01/05/1994
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 09/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/16/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Knutson is the right advisor for you? Invested Better is here to help.
