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Brandon Lee Knop

Advisor at Cetera — Greenwood, IN N Madison Ave

Updated today

Credentials

Series 65, Series 63

Experience

3 years

Location

Greenwood, IN 46142

Cetera logo

Cetera

Institution

Total advisors

10,209

Across 5,116 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Brandon Knop is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at multiple firms including Promise Advisory Group and BKD, LLP. Outside of his advisory role, he is an independent contractor for DoorDash and owns Door2Door Financial, LLC, a financial services business. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Greenwood, IN N Madison Ave

622 N Madison Ave Ste 10

Greenwood IN 46142

Advisors at this office

3

Most active in

Indiana · Texas

Work history

3 years of industry experience

Door2Door Financial, LLC

2024 - Present • 2 years

Greenwood, IN

Cetera

2024 - Present • 2 years

Schaumburg, IL

Cetera Wealth Services, LLC

2024 - Present • 2 years

El Segundo, CA

Doordash

2024 - Present • 2 years

Indianapolis, IN

Cetera Advisor Networks Llc

2023 - 2024 • 1 year

El Segundo, CA

Promise Advisory Group

2023 - Present • 3 years

Greenwood, IN

Kirby Risk

2023 - 2025 • 2 years

Indianapolis, IN

OneAmerica Securities

2022 - 2023 • 1 year

Indianapolis, IN

American United Life

2022 - 2023 • 1 year

Indianapolis, IN

Huntington National Bank

2021 - 2022 • 1 year

Indianapolis, IN

BKD, LLP

2018 - 2021 • 3 years

Indianapolis, IN

Knop and Sons Electric, LLC

2018 - 2018 • 1 year

Indianapolis, IN

Campus Recreational Sports, Indiana University

2014 - 2018 • 4 years

Bloomington, IN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Drew F

CFP®

Avon, IN

Migration Wealth Management, LLC

Drew Feutz, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional and Founder of Migration Wealth Management, LLC, a fee-only wealth management firm that specializes in providing financial planning and investment management to people in their 30s and 40s. Drew got his start in financial planning as an Intern in May 2014, began working part-time as a Financial Planning & Investment Analyst during his final semester of college, and started working as a Financial Planner full-time upon graduation. Drew graduated Summa Cum Laude from Indiana State University where he earned a Bachelor of Science with a double major in Financial Planning and Investments. During his time at ISU, Drew was a Scholar in the Networks Professional Development Program, a Service-Learning Scholar partnered with Junior Achievement of the Wabash Valley, President of the ISU Financial Planning Association Student Chapter, member of the Investment Club, and a University Honors Program student. He spent his summers during college studying abroad at the Athens Centre in Athens, Greece, interning at First Direct Logistics in Dublin, Ireland, and interning at a fee-only wealth management firm in Indianapolis. He is a Board Member for the Hendricks County Community Foundation as well as Susie's Place Child Advocacy Centers and previously served as Chair of the NAPFA Genesis Committee, Treasurer of Young Professionals of Central Indiana, and as a board member of the Indiana State University Financial Planning Advisory Board. Additionally, Drew co-founded and co-hosts the Circle City Success Podcast. Drew is also a former Fellow in Class V of the Mitch Daniels Leadership Foundation Fellowship and Member of Leadership Hendricks County Class of 2023. Read Drew's blog here: https://migrationwealthmanagement.com/blog/

Business ownership considerations Tax strategies for small businesses Founder/Business Owner Dual Income Family HENRY (High Earners, Not Rich Yet) Gen Y/Millennials (Born 1980-1995)
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Richard D

Series 63, Series 65

Bargersville, IN

Doyle Investment Management

Richard Doyle is a financial advisor at Doyle Investment Management with 24 years of industry experience. He has held the Series 63 and Series 65 designations and has been with Cornerstone Capital Management, Inc. since 2005. Doyle Investment Management provides investment supervisory services and financial planning to individuals, families, corporations, businesses, trusts, and estates. The firm manages client portfolios on a discretionary basis, primarily using Exchange Traded Funds (ETFs), and applies a combination of fundamental, technical, charting, and cyclical analysis to construct diversified portfolios aimed at managing risk.

Options & derivatives strategies Passive / index investing
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Gene A

Series 63, Series 65

Indianapolis, IN

Austin Financial Strategies, Inc.

Gene Austin is the principal of Austin Financial Strategies, Inc., an independent registered investment adviser based in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to founding Austin Financial Strategies in 2011, he has been involved with MoneyBlock since 2015. Outside of his financial advisory work, he owns and operates Austin Speed and Agility, a business focused on training athletes in speed and agility. Austin Financial Strategies serves individual clients, retirement plans, and business entities with discretionary portfolio management and financial planning. The firm employs a blend of asset allocation, fundamental and technical analysis, and utilizes Morningstar-based model portfolios across mutual funds, ETFs, and individual equities, offering both active and passive management approaches.

Annuities Income planning Retirement income strategy Cash flow / budgeting
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Corey R

Series 65, Series 63

Indianapolis, IN

C.R. Retirement Strategies, LLC

Corey Roberts is the principal of C.R. Retirement Strategies, LLC, an independent advisory firm based in Indianapolis, IN. He holds Series 65 and Series 63 licenses and has seven years of experience in the financial industry, including prior roles at Securities America, Inc. and National Planning Corporation. Outside of his advisory work, he has also been an independent contractor selling insurance products. C.R. Retirement Strategies serves high-net-worth individuals, trusts, and estates with services including investment advisory, portfolio management, and financial planning. The firm employs a combination of fundamental, technical, cyclical, and economic analysis in its investment process, using both active and passive strategies tailored to clients’ objectives and risk tolerance.

General retirement planning Wealth management Long-term care insurance Annuities
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Bradley H

CFP®, Series 63

Beech Grove, IN

Henthorn Agency, Inc.

Bradley Henthorn is a CFP® professional with 30 years of industry experience, operating through his firm, Henthorn Agency, Inc., since 1990. He holds a Series 63 designation and is based in Beech Grove, IN. Outside of his advisory role, he serves as a vice president of an S corporation through which he personally invests in rental real estate. Henthorn Agency, Inc. serves primarily individual clients, offering holistic financial planning, portfolio analysis, tax preparation, and insurance reviews under a flat-fee retainer program. The firm uses risk-based model asset allocations and manages non-discretionary portfolios while combining investment advice with tax and estate planning services.

Social Security optimization General tax planning Retirement income strategy Life insurance needs analysis Mid-Career Professionals
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Dustin H

Series 65

Plainfield, IN

Sunrift Capital Partners LLC

Dustin Hunter is the principal advisor at SunRift Capital Partners LLC with 14 years of industry experience. He holds a Series 65 designation and has worked as an independent contractor and managing member of Granite Park Capital. In addition to his advisory role, he spends significant time as an insurance agent with Retirement Income Consultants. SunRift Capital Partners provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis and occasionally uses sub-advisors while offering both one-time and ongoing planning engagements, as well as public seminars and workshops on financial topics.

Social Security optimization General tax planning Retirement income strategy
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