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Daniel Ray Knelson

Financial & TAX Architects, LLC

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About Daniel Ray Knelson

Daniel Ray Knelson is a financial professional with experience in the financial services industry. Daniel has passed the Series 63, Series 65, Series 7TO, and SIE exams. Daniel is currently registered as an Investment Advisor Representative with Financial & TAX Architects, LLC. Daniel has previously worked with Cetera Advisor Networks LLC, Securian Financial Services, Inc., Shoemaker Financial, Cornerstone Senior Services, Helton Insurance Agency, Transamerica Agency Network, Madisonville Police Department, First Advisors National, LLC, and Minnesota Life Insurance Company. Daniel specializes in retirement planning, mutual funds and variable annuities.

Firm Information

Daniel Knelson is currently registered with Financial & TAX Architects, LLC. Financial & TAX Architects, LLC is a St. Louis, MO-based investment advisor firm with approximately $409.9 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals and other investment advisors. They specialize in retirement planning and offer educational seminars. Their client base includes high-net-worth individuals and other individuals.
Financial & TAX Architects, LLC

12412 POWERSCOURT DRIVE

ST. LOUIS, MO 63131

$409.93M

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisory services

Sub-advisory services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Knelson’s Registration & Firm History

MO

12/16/2024 - Present

Financial & TAX Architects, LLC (ST. LOUIS MO)

TN

08/10/2023 - 10/04/2023

CETERA ADVISOR NETWORKS LLC (GERMANTOWN TN)

TN

07/17/2023 - 08/10/2023

SECURIAN FINANCIAL SERVICES, INC. (GERMANTOWN TN)

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Licenses & Designations

BC

Issued 09/21/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/17/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/17/2023

Series 7TO - General Securities Representative Examination

BC

Issued 05/19/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Ray Knelson.
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