Facts and Insights
The Von Dohlen Knuffke Financial Group, LLC is a leading financial advisory firm that serves clients across the country. It was founded in 2009 and has since grown into a well-respected company known for its expert financial advice and personalized service.
How does the advisor help clients – Key Takeaways:
- Expert financial advice
- Personalized service
- Over 10 years of experience
- Nationwide reach
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | Over 10 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
- Individuals
- Families
- Business owners
- Retirees
- High-net-worth individuals
Fees & Compensation:
The Von Dohlen Knuffke Financial Group, LLC charges a fee based on a percentage of the assets under management. The exact fee structure is discussed and agreed upon with each client before any services are provided.
Background:
The Von Dohlen Knuffke Financial Group, LLC was founded by John Von Dohlen and Sarah Knuffke, who have over 30 years of combined experience in the financial industry. Both founders have a strong background in finance, with degrees in economics and extensive knowledge in investment strategies.
Financial Advisor Disclosures to Know:
The Von Dohlen Knuffke Financial Group, LLC believes in transparency and adheres to all financial advisor disclosures. They are a fee-only advisor, meaning they do not receive any commissions for recommending certain products or services. This ensures that their recommendations are always in the best interest of their clients.