Joseph K Brill
Investment adviser representative at Knox Avenue Financial Corp.
19 yearsExperience
2 statesRegistered in
$144.7MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Knox Avenue Financial Corp.Aug 2017 to now
- Principal Life Insurance CompanyNov 2007 to Aug 2017
- Princor Financial Services CorporationNov 2007 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Knox Avenue Financial Corp.
$144.7MAssets managed
227Clients
1Advisers
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
- 5455127
- Firm CRD
- 289094