Joseph A Knebel
Investment adviser representative at Twin Peaks Wealth Advisors
16 yearsExperience
2 statesRegistered in
$584.8MFirm assets
3 yearsFirm in business
Are you Joseph A Knebel? 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 assetsHourlyFixed 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
16 years in the industry.
- Twin Peaks Wealth AdvisorsSep 2026 to now
- Morgan StanleyAug 2021 to Aug 2026
- Fisher InvestmentsApr 2010 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 65 · Uniform Investment Adviser Law2010
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Twin Peaks Wealth Advisors
Legal name: Twin Peaks Wealth Advisors, LLC
$584.8MAssets managed
431Clients
10Advisers
3 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
- 5785779
- Firm CRD
- 323817