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portrait of Clay Knoke
FINANCIAL ADVISOR

Clay Knoke

CFP®, CRPC™
640 23rd St S Suite 102, Wisconsin Rapids, WI 54494opens in a new window
Client by Referral
Serving clients with $250,000
CallSend Me a Message

About Clay

Retirement can stir up a lot of positive emotions. Excitement knowing that you'll now have more time to spend with family or on hobbies that have fallen by the wayside. Relief that you no longer need to be tied down to such a rigid schedule.

But it can also cause anxiety and potentially fear over whether you are truly ready to move from adding to your savings to now living off them. This can bring up a lot of questions,

Have we saved enough to last the rest of my life?

What happens if the stock market crashes?

How do we create a...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Charitable Giving
  • Intergenerational Planning

Work History

  • Edward JonesSeptember 2020 to Current
  • Valmark Advisers/Valmark SecMarch 2017 to September 2020

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • St. Marys UniversityBachelors

Personal Interests

  • Hunting
  • Fishing
  • Golfing
  • Cooking
  • Traveling

Team Members

  • Darla Hahn
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Phone

(715) 712-1568

Fax

(844) 818-1585

Office Address

640 23rd St S Suite 102
Wisconsin Rapids, WI 54494opens in a new window

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