Korey Michael Knepper
Investment adviser representative at Saxony Capital Management, LLC
15 yearsExperience
2 statesRegistered in
$367.9MFirm assets
18 yearsFirm in business
Are you Korey Michael Knepper? 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Saxony Capital Management, LLCJan 2025 to now
- Saxony Securities, IncJan 2025 to now
- Cetera Investment Advisers LLCMar 2024 to Dec 2024
- Cetera Advisors LLCJan 2022 to Dec 2024
- Sd Smith Financial CoNov 2021 to Dec 2024
- Capital AnalystsMar 2021 to Jan 2022
- Lincoln InvestmentMar 2021 to Jan 2022
- Bank of America, N.AFeb 2020 to Mar 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2020 to Mar 2021
- Woodbury Financial Services, IncOct 2019 to Dec 2019
- Tutschulte Financial PlanningMay 2018 to Nov 2019
- Maryville UniversityAug 2017 to Dec 2019
- Saint Louis Community CollegeAug 2011 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, MO).
Saxony Capital Management, LLC
Legal name: Saxony Capital Management LLC.
$367.9MAssets managed
762Clients
43Advisers
18 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
- 6945209
- Firm CRD
- 122692