Joseph Charles knox Guenther
Investment adviser representative at Crown Point Wealth Advisors
18 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$185.5MFirm 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
Experience
18 years in the industry.
- Private Client ServicesMar 2025 to now
- Crown Point Wealth AdvisorsOct 2022 to now
- Purshe Kaplan Sterling InvestmentsJan 2023 to Mar 2025
- Edward JonesNov 2008 to Oct 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 4 states (AZ, CA, OR, WA).
Crown Point Wealth Advisors
Legal name: Cpwa LLC
$185.5MAssets managed
675Clients
3Advisers
2 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
- 5385824
- Firm CRD
- 322424