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William Carson Knorr

Castle Pines Investment Management LLC

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About William Carson Knorr

William Carson Knorr is an investment advisor representative at Castle Pines Investment Management LLC. William Knorr is a Chartered Financial Analyst and has been in the industry since 1982. William Knorr has held previous positions at Wells Fargo Securities, LLC and Wells Fargo Brokerage Services, L.L.C. William Knorr is registered with the state of Colorado.

Firm Information

William Knorr is currently registered with Castle Pines Investment Management LLC. Castle Pines Investment Management LLC is an investment advisor registered with the SEC. The firm manages approximately $69.73 million in regulatory assets under management for 66 clients. Castle Pines Investment Management LLC primarily serves high-net-worth individuals. The firm offers portfolio management for individuals.

$69.73M

Assets Under Management

Not reported

Total Clients

1

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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William Knorr’s Registration & Firm History

CO

11/11/2014 - Present

Castle Pines Investment Management LLC (BOULDER CO)

CO

11/20/2013 - 07/01/2014

WELLS FARGO SECURITIES, LLC (DENVER CO)

CO

11/06/2009 - 11/20/2013

WELLS FARGO SECURITIES, LLC (DENVER CO)

CO

05/01/1991 - 11/06/2009

WELLS FARGO BROKERAGE SERVICES, L.L.C. (DENVER CO)

NA

01/07/1991 - 05/02/1991

UBC INVESTMENT CORPORATION

NA

10/25/1989 - 01/09/1990

UBC INVESTMENT CORPORATION

NA

12/23/1986 - 12/31/1988

FINANCIAL NETWORK INVESTMENT CORPORATION

CA

05/17/1984 - 12/31/1988

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

NA

05/27/1982 - 05/05/1984

SYMON GROUP, LTD.

NA

01/26/1982 - 02/17/1982

OTC NET INCORPORATED

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Licenses & Designations

BC

Issued 08/31/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/16/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Carson Knorr.
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