Cole Patrick Knapp
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Cole Patrick Knapp? 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
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCSep 2025 to now
- Old National BankAug 2025 to now
- 1834, a Division of Old NationalMay 2025 to Aug 2025
- Old National BankMay 2024 to May 2025
- Full-time EducationAug 2023 to May 2024
- UnemployedMay 2023 to Aug 2023
- Full-time EducationAug 2022 to May 2023
- UnemployedMay 2022 to Aug 2022
- Full-time EducationAug 2021 to May 2022
- WalmartMay 2021 to Aug 2021
- Full-time EducationAug 2020 to May 2021
- UnemployedMay 2020 to Aug 2020
- Full-time EducationAug 2019 to May 2020
- UnemployedMay 2019 to Aug 2019
- Full-time EducationAug 2018 to May 2019
- UnemployedMay 2018 to Aug 2018
- Full-time EducationAug 2017 to May 2018
- UnemployedMay 2017 to Aug 2017
- Full-time EducationAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IN).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7940380
- Firm CRD
- 6413