Joseph Knecht
Investment adviser representative at BMO Family Office, LLC
34 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$10BFirm 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
- Pension consulting
Experience
34 years in the industry.
- BMO Family Office, LLCMay 2012 to now
- BMO Harris Bank N.A.Dec 1992 to now
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IL).
BMO Family Office, LLC
$10BAssets managed
73Clients
3Advisers
26 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
- 6067241
- Firm CRD
- 110264