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Patrick Carl Mcknight

Advisor at Creative Planning — Rockford, IL

Updated today

Credentials

CFP®, Series 65

Experience

8 years

Location

Rockford, IL 61114-8051

Creative Planning logo

Creative Planning

Enterprise

Total advisors

1,177

Across 413 offices

Clients per advisor

74 Typical

Avg AUM per client

$2,113,277 Very High

HNW client ratio

45% Very High

About

Patrick Mcknight is a CFP® and Series 65 credentialed advisor with eight years of industry experience. He has worked at Creative Planning since 2021 and previously held roles at Heritage Way Advisors LLC and Alpine Bank and Trust Company. Creative Planning is an enterprise firm managing approximately $217 billion in client assets, serving a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and offers a range of supplemental strategies alongside comprehensive retirement plan services and affiliated legal, trust, and recordkeeping businesses.

Client services

Based on Creative Planning

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

Expertise

Based on Creative Planning

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Occupation focus

Based on Creative Planning

Founder/Business Owner Executive Retired

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Fee options

Fixed

Financial planning fees typically range from $1,500 to $15,000; executive programs or complex cases range from $5,000 to $300,000; flat fees are negotiated and agreed upon beforehand

Percentage

$0 - $500,000: 1.20% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $25,000,000: 0.70% $25,000,001 - $50,000,000: 0.40% $50,000,001 - $100,000,000: 0.30% $100,000,001+: 0.25%

Project-based

Negotiable hourly fee for Retirement Plan Services and financial planning services

Other

Account minimum: $200,000 Minimum fee: Minimum management fee for clients with assets under $500,000; $10,000 minimum for nonprofit organizations; $10,000 minimum for consulting services in Retirement Plan Services; $1,000 minimum for 3(38) investment advisory services in Retirement Plan Services

Location

See office

Rockford, IL

6845 Weaver Road, Suite 200

Rockford IL 61114-8051

Advisors at this office

3

Most active in

Illinois · Texas

Work history

8 years of industry experience

Creative Planning, LLC

2021 - Present • 5 years

Rockford, IL

Heritage Way Advisors LLC

2017 - 2021 • 4 years

Rockford, IL

Heritage Way Advisors LLC

2017 - 2017 • 1 year

Rockford, IL

Alpine Bank and Trust Company

2009 - 2017 • 8 years

Rockford, IL

Disclosures

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

Business activities & affiliations

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Donna Q

CFP®, Series 63, Series 65

Loves Park, IL

Quam Wealth Advisory Group LLC

Donna Quam is a CFP® professional with 28 years of industry experience, currently serving as the principal of Quam Wealth Advisory Group LLC since 2010. She is also a licensed insurance agent representing multiple companies, offering clients a range of insurance products including life, disability, long-term care, homeowners, auto, and Medicare supplements. Quam Wealth Advisory Group provides asset management and financial planning services to individuals, trusts, retirement plans, tax-exempt organizations, and other entities. The firm employs a portfolio approach utilizing mutual funds, ETFs, and individual securities, with a focus on non-discretionary accounts and offers both asset-based advisory services and standalone financial planning engagements.

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management
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Barbara L

Series 63, Series 65

Rockford, IL

Pathfinder Advisory, Inc.

Barbara Lane is a financial advisor at Pathfinder Advisory, Inc. in Rockford, IL, holding Series 63 and Series 65 licenses with 16 years of industry experience. She has been with Pathfinder Advisory since 2011 and also has experience at Sr. Capital Management dating back to 2005. Pathfinder Advisory, Inc. provides financial planning and asset management to individuals, business entities, trusts, estates, and charitable organizations. The firm uses strategic asset allocation and diversified portfolios tailored to client objectives, incorporating investor education and financial coaching as part of its services.

General retirement planning Social Security optimization General tax planning Wealth management
user avatar

Jeffrey D

Series 63, Series 65

Loves Park, IL

DiBenedetto & Associates Ltd

Jeffrey Dibenedetto is a financial advisor at DiBenedetto & Associates Ltd with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since 2004. DiBenedetto & Associates Ltd provides discretionary investment advisory and supervisory services to individuals, family trusts, charitable foundations, business entities, and retirement plans. The firm employs a long-term, buy-and-hold investment approach with customized, diversified asset allocations, combining actively managed mutual funds with individual stocks, bonds, CDs, and REITs.

Long-term care insurance Life insurance needs analysis Annuities
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Timothy K

ChFC®, Series 63, Series 65

Rockford, IL

Midwest Financial Associates, Inc.

Timothy Knauf is a ChFC®-designated financial advisor with Midwest Financial Associates, Inc., bringing 36 years of industry experience. He has held positions at AO Risk Consultants, LLC, Arthur J. Gallagher & Co., and Williams-Manny, Inc. Outside of his advisory role, he is a shareholder in The Pension Specialists, Ltd., which provides 401(k) plan administration services. Midwest Financial Associates manages approximately $124 million for around 286 clients, offering discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs customized portfolios using a mix of mutual funds, equities, fixed income, annuities, and structured products, making portfolio decisions on a discretionary basis aligned with clients’ risk tolerances and financial goals.

General retirement planning Income planning Annuities Wealth management
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Alex D

Series 63, Series 65

Rockford, IL

DiBenedetto & Associates Ltd

Alex Dibenedetto is a financial advisor at DiBenedetto & Associates Ltd with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fox & Henry, Inc. since 1998. DiBenedetto & Associates Ltd provides discretionary investment advisory and supervisory services to individuals, family trusts, charitable foundations, business entities, and retirement plans, managing over $312 million in assets across approximately 318 client relationships. The firm employs a long-term, buy-and-hold investment approach with customized diversified asset allocations and integrates independent insurance brokerage services excluding commission-based insurance products from assets under management.

Long-term care insurance Life insurance needs analysis Annuities
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Philip G

CFP®, Series 65

Rockford, IL

Pathfinder Advisory, Inc.

Philip Guske is a CFP® with 16 years of industry experience and has been with Pathfinder Advisory, Inc. since 2003. He holds a Series 65 license and is based in Rockford, IL. Pathfinder Advisory, Inc. provides financial planning and asset management services to individuals, business entities, trusts, estates, and charitable organizations. The firm utilizes strategic asset allocation and diversified portfolios, incorporating investor education and financial coaching as part of its planning process.

General retirement planning Social Security optimization General tax planning Wealth management
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