Brandon Knop
Advisor at Cetera
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Cetera
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Greenwood, IN 46142
Credentials
Series 63, Series 65
Industry experience
3 years
Brandon Knop is a financial advisor at Cetera with Series 63 and Series 65 licenses and three years of industry experience. He has worked at several firms including OneAmerica Securities, Huntington National Bank, and BKD, LLP. Outside of his advisory role, he is also an independent contractor for DoorDash. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement and institutional capabilities with multiple investment program options.
Based on Cetera
Based on Cetera
Flat fees for financial planning and consulting negotiated with client
$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)
Hourly consulting and financial planning rates negotiated with client
Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case
622 N Madison Ave Ste 10
Greenwood, IN 46142
Indiana · Texas
Door2Door Financial, LLC
2024 - Present (2 years)
Cetera
2024 - Present (2 years)
Cetera Wealth Services, LLC
2024 - Present (2 years)
Doordash
2024 - Present (2 years)
Cetera Advisor Networks Llc
2023 - 2024 (1 year)
Promise Advisory Group
2023 - Present (3 years)
Kirby Risk
2023 - 2025 (2 years)
OneAmerica Securities
2022 - 2023 (1 year)
American United Life
2022 - 2023 (1 year)
Huntington National Bank
2021 - 2022 (1 year)
BKD, LLP
2018 - 2021 (3 years)
Knop and Sons Electric, LLC
2018 - 2018 (1 year)
Campus Recreational Sports, Indiana University
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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