Michael Knee
Investment adviser representative at Atlas Fiduciary Services, Inc.
12 yearsExperience
1 stateRegistered in
$269.3MFirm assets
4 yearsFirm in business
Are you Michael Knee? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Atlas Fiduciary Services, Inc.Apr 2022 to now
- Atlas Financial GroupJan 2021 to now
- Energybits dba Michael KneeJul 2014 to now
- UpsDec 2020 to Jan 2021
- Ameriprise Financial ServicesJan 2020 to Nov 2020
- Avantax Advisory ServicesFeb 2019 to Jan 2020
- Travis Terry & Company PcJan 2019 to Nov 2020
- Hd Vest Advisory ServicesDec 2018 to Feb 2019
- M.O.M.S Painting CompanyAug 2018 to Sep 2018
- Mobile RepairMar 2018 to Aug 2018
- Change Path LLCJan 2018 to Dec 2018
- Michael Knee dba Glasswater Retirement Strategies LLCJul 2017 to Dec 2018
- UnemployedFeb 2017 to Jul 2017
- Advisory Group Equity Services LtdNov 2016 to Apr 2017
- Primary Financial Care ProvidersOct 2016 to Feb 2017
- Cambridge Investment Research Advisors, Inc.Feb 2014 to May 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (NH).
Atlas Fiduciary Services, Inc.
$269.3MAssets managed
132Clients
4Advisers
4 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
- 5480965
- Firm CRD
- 321271