Matthew Robert Knell
Investment adviser representative at Alaska Wealth Advisors
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Alaska Wealth AdvisorsJul 2025 to now
- Arbor Capital Management Inc.Sep 2022 to Jul 2025
- Cuso Financial Services, L.P.Jan 2020 to Aug 2022
- Charles Schwab & Co., Inc.Jul 2014 to Dec 2019
- Charles Schwab BankJul 2014 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (AK).
Alaska Wealth Advisors
Legal name: Apcm Wealth Management for Individuals, LLC
$1.2BAssets managed
672Clients
13Advisers
12 yearsIn 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
- 4924559
- Firm CRD
- 172151