Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Knapp is a financial advisor with over 27 years of experience in the financial services industry. Jon is currently registered with Gateway Wealth Partners, LLC and LPL Financial, LLC and is a CERTIFIED FINANCIAL PLANNER™ professional. Jon has a broad range of experience in financial planning, retirement planning, investment management, and insurance planning. Jon is committed to helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
IL
10/06/2022 - Present
Gateway Wealth Partners, LLC (WASHINGTON IL)
IL
11/11/2010 - 01/19/2017
H. BECK, INC. (WASHINGTON IL)
IL
10/23/2003 - 11/19/2010
WOODBURY FINANCIAL SERVICES, INC. (WASHINGOTN IL)
IN
09/24/1996 - 10/30/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/24/1996 - 10/30/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
09/13/1995 - 10/08/1996
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
09/13/1995 - 10/08/1996
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
IA
Issued 08/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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