Jody C Knutsen
Investment adviser representative at Invicta Financial Group
22 yearsExperience
1 stateRegistered in
$371.1MFirm assets
6 yearsFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
22 years in the industry.
- Invicta Financial GroupJun 2026 to now
- U.S. Army / California National GuardJun 2004 to now
- First Command Advisory ServicesFeb 2016 to May 2026
- First Command Financial Planning , IncFeb 2016 to May 2026
- First Command Insurance ServicesFeb 2016 to May 2026
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
Invicta Financial Group
Legal name: Bdt & Associates, Inc.
$371.1MAssets managed
477Clients
13Advisers
6 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
- 6546586
- Firm CRD
- 288008