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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Louis Knoblich is a financial advisor with over 35 years of experience in the industry. Paul is currently registered with Independent Financial Group, LLC and is licensed to provide financial advice in Arizona, California, Colorado, Florida, Idaho, Maine, Michigan, Nevada, New Mexico, Pennsylvania, Tennessee, Texas, Utah, and Washington. Paul also holds a Series 6, 7, 24, 51, 63, and 65 license, as well as the SIE designation. Paul specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Paul has experience with a wide range of client types, including high-net-worth individuals, pension and profit-sharing plans, and corporations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
01/01/2025 - Present
Independent Financial Group, LLC (Calistoga CA)
CA
10/29/2015 - 07/15/2022
NPB FINANCIAL GROUP, LLC (Calistoga CA)
CA
08/06/1997 - 10/29/2015
FOOTHILL SECURITIES, INC. (CALISTOGA CA)
MN
07/16/1993 - 08/12/1997
MIMLIC SALES CORPORATION (ST. PAUL MN)
MA
03/19/1987 - 07/01/1993
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
03/19/1987 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
03/31/1986 - 09/08/1986
NEW YORK LIFE SECURITIES CORP.
IA
Issued 12/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/29/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/28/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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