Unclaimed
Thomas Knipp is an investment advisor representative with Sapient Capital LLC, a firm based in Indianapolis, Indiana. Thomas has been working in the financial industry since December 2016. His previous experience includes working for Charles Schwab & Co., Inc. and Stifel, Nicolaus & Company, Incorporated. Thomas is licensed in Indiana and holds both Series 63 and Series 66 registrations.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
1
2
IN
11/10/2023 - Present
Sapient Capital LLC (INDIANAPOLIS IN)
IN
08/30/2022 - 03/17/2023
STIFEL, NICOLAUS & COMPANY, INCORPORATED (INDIANAPOLIS IN)
IN
04/11/2018 - 09/13/2022
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
BOTH
Issued 01/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2018
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Thomas Knipp is the right advisor for you? Invested Better is here to help.