Steven Knobloch
Advisor at Primerica Advisors — Lombard, IL West 22nd St
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
Series 63, Series 65
Experience Industry experience
14 years
Location
Lombard, IL 60148
Primerica Advisors
Institution
Steven Knobloch is a financial advisor with Primerica Advisors in Lombard, IL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His work history includes roles at IHI Power Services Corp, LUMINANT, Vistra Energy, American Water Illinois, PFS Investments, Inc., Midwest Generation, and Primerica Financial Services. He is also involved in selling loan products and referring home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure, offering a range of investment models implemented in partnership with BNY Mellon Advisors.
Based on Primerica Advisors
$0 - $250,000: 1.74% (1.25% Advisory Fee + 0.49% Program Fee) $250,000.01 - $500,000: 1.71% (1.25% Advisory Fee + 0.46% Program Fee) $500,000.01 - $1,000,000: 1.52% (1.10% Advisory Fee + 0.42% Program Fee) $1,000,000.01 - $3,000,000: 1.38% (1.00% Advisory Fee + 0.38% Program Fee) $3,000,000.01 - $5,000,000: 1.15% (0.85% Advisory Fee + 0.30% Program Fee) $5,000,000.01 - $10,000,000: 1.00% (0.80% Advisory Fee + 0.20% Program Fee) $10,000,000.01+: 0.85% (0.75% Advisory Fee + 0.10% Program Fee)
Account minimum: $25,000
Lombard, IL West 22nd St
55 West 22nd St, Ste 320
Lombard IL 60148
Advisors at this office
8
Illinois
14 years of industry experience
IHI Power Services Corp
2023 - Present • 3 years
Aurora, IL
LUMINANT
2019 - Present • 7 years
Chicago, IL
Vistra energy
2019 - Present • 7 years
Chicago, IL
American Water Illinois
2018 - 2019 • 1 year
Woodridge, IL
PFS Investments, Inc.
2011 - Present • 15 years
Lombard, IL
Midwest Generation
2007 - 2018 • 11 years
Joliet, IL
Primerica Financial services
2003 - Present • 23 years
Lombard, IL
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
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Broker-dealer / trader
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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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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