Patrick McKnight

Gestionnaire de Portefeuille-Actions chez Creative Planning LLC

Finance

Consumer Services

Postes actifs de Patrick McKnight

Sociétés	Poste	Début	Fin
Creative Planning LLC Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.	Gestionnaire de Portefeuille-Actions	01/12/2021	-

Sociétés	Poste	Début	Fin
Heritage Way Advisors LLC Heritage Way Advisors LLC Investment ManagersFinance Heritage Way Advisors LLC (HWA) is a wealth management firm headquartered in Rockford, Illinois. It was founded by Gary Ollmann and Joan Ollmann in 2003. In 2022, the firm was acquired by Creative Planning LLC from Gary F Ollman Revocable Trust. HWA provides investment management services to individuals, high net-worth individuals, trusts and estates, businesses, foundations, and charitable organizations.	Gestionnaire de Portefeuille-Actions	01/12/2017	-

Beloit College

Undergraduate Degree

Internationale

Etats-Unis

Opérationnelle

Portfolio Manager-Equities	2
Undergraduate Degree	1

Sectorielle

Finance	3
Consumer Services	2

Fonctions occupées

Actives

Inactives

Sociétés cotées

Entreprise privées

Entreprise privées	2
Heritage Way Advisors LLC Heritage Way Advisors LLC Investment ManagersFinance Heritage Way Advisors LLC (HWA) is a wealth management firm headquartered in Rockford, Illinois. It was founded by Gary Ollmann and Joan Ollmann in 2003. In 2022, the firm was acquired by Creative Planning LLC from Gary F Ollman Revocable Trust. HWA provides investment management services to individuals, high net-worth individuals, trusts and estates, businesses, foundations, and charitable organizations.	Finance
Creative Planning LLC Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.	Finance

Entreprise privées

Finance