Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Knittel is an investment advisor representative at Arrowroot Family Office, LLC. Michael has over 20 years of experience in the financial services industry. Michael has held various roles at different firms, including Fortune Financial Services, Inc., J.W. Cole Financial, Inc., and RBC Capital Markets, LLC. Michael is a licensed insurance agent and also holds a 21% non-controlling stake in Winning Streak Ventures, GP. Michael specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
06/30/2022 - Present
Arrowroot Family Office, LLC (EL DORADO HILLS CA)
CA
01/27/2015 - 12/31/2021
FORTUNE FINANCIAL SERVICES, INC. (El Dorado Hills CA)
CA
05/10/2013 - 01/30/2015
J.W. COLE FINANCIAL, INC. (FOLSOM CA)
CA
11/10/2010 - 05/10/2013
FINANCIAL ADVISERS OF AMERICA, LLC (FOLSOM CA)
CA
05/30/2008 - 11/12/2010
RBC CAPITAL MARKETS, LLC (EL DORADO HILLS CA)
CA
01/01/2008 - 06/04/2008
WACHOVIA SECURITIES, LLC (EL DORADO HILLS CA)
CA
09/13/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (EL DORADO HILLS CA)
BOTH
Issued 03/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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