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Bryan Milloy Knutson

Investment adviser representative at South Cove Financial, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$168.4MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

15 years in the industry.

  1. South Cove Financial, LLCOct 2025 to now
  2. Cutler Investment Counsel, LLCJun 2018 to Oct 2025
  3. Pacific Portfolio Consulting, LLCApr 2011 to Mar 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 1 state (WA).

South Cove Financial, LLC

$168.4MAssets managed
208Clients
3Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4327732
Firm CRD
284554
Advisor's SEC record (opens in a new tab)
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