Olivia Knapp
Advisor at Colleen Weber CPA, LLC — Chanhassen, MN
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.
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.
Credentials
CFP®, Series 65
Experience Industry experience
2 years
Location
Chanhassen, MN 55317
Colleen Weber CPA, LLC
Supported
Total advisors
2Clients per advisor
25 LowAvg AUM per client
$2,412,229 Very HighHNW client ratio
0% Very LowOlivia Knapp is a CFP® and holds a Series 65 license with two years of industry experience. She is currently with Colleen Weber CPA, LLC and previously worked at O'Meara Leer Wagner Kohl and the Carver County Attorney's Office. She also has experience working at the University of St. Thomas School of Law. Colleen Weber CPA, LLC provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses, integrating tax-related services into advisory relationships without additional charge. The firm follows a fee-only model and manages portfolios primarily using no-load mutual funds and ETFs, overseeing approximately $120.6 million for about 50 clients.
Account minimum: $2,000 per quarter minimum fee Minimum fee: $2,000 - $30,000 per quarter for Wealth Management Services; $2,000 per quarter minimum fee Fee-only: Fees are negotiated and charged as fixed fees based on complexity; quarterly fees range from $2,000 to $30,000, payable in advance.
Chanhassen, MN
470 W. 78th St. Suite 200
Chanhassen MN 55317
Advisors at this office
2
Minnesota
2 years of industry experience
Colleen Weber CPA LLC
2020 - Present • 6 years
Chanhassen, MN
O'Meara Leer Wagner Kohl
2018 - 2020 • 2 years
Edina, MN
Carver County Attorney's Office
2017 - 2018 • 1 year
Chaska, MN
Donaldson Company
2017 - 2017 • 1 year
Bloomington, MN
University of St. Thomas School of Law
2016 - 2019 • 3 years
Minneapolis, MN
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not 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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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