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Michael K
Series 63, Series 65
San Antonio, TX
The Von Dohlen Knuffke Financial Group, LLC
Michael Knuffke is a financial advisor with The Von Dohlen Knuffke Financial Group, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with the firm since 2015 and serves as a board member of the Allied Women Center, a non-profit organization in San Antonio. The Von Dohlen Knuffke Financial Group provides comprehensive financial planning and consulting services to high-net-worth individuals, trusts, estates, non-profits, corporations, and small businesses. The firm’s advisory process uses documented Financial Road Map® plans and Investment Policy Statements, incorporating morally responsible investing, tactical asset allocation, and cyclical analysis, while working with subadvisors and third-party managers to implement client portfolios.
Patrick V
Series 63, Series 65
San Antonio, TX
The Von Dohlen Knuffke Financial Group, LLC
Patrick Vondohlen is a financial advisor with The Von Dohlen Knuffke Financial Group, LLC in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at Next Financial Group Inc and Von Dahlen Consulting GP, LLC. Outside of advisory work, he is involved in mortgage financing and consulting through The Practice Solutions Group and holds ownership interests in related business ventures, as well as participation in the San Antonio Family Association. The Von Dohlen Knuffke Financial Group provides financial planning and advisory services to high-net-worth individuals, trusts, estates, non-profits, corporations, and small businesses. The firm emphasizes comprehensive financial planning using its Financial Road Map® and Investment Policy Statements, often implementing strategies through third-party money managers and subadvisors with a planning-centric approach that can include morally-responsible investing and tactical asset allocation.
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1,742 advisors near
78219
within the area shown on the map
Out of 400,000+ nationwide