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Jeff Knupp, Financial Advisor

FINANCIAL ADVISOR
Jeff Knupp

AAMS™
120 East Washington, Washington, IA 52353opens in a new window
Accepting New Clients
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Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • College Savings
  • Business Retirement Plans
  • Divorce Finances
  • Military Professionals & Veterans

About Jeff

If you have ever been involved with anything competitive, you know that having a game plan is vital to success. Prior Proper Planning Prevents Poor Performance. These six P's have been an integral part to my life in my football past and career progression. Our office prides itself on developing and executing game plans through our strategy meetings by partnering with you to find out what is most important.

My family moved to Washington, Iowa, over 15 years ago from Connecticut when my father retired from the military after serving 20 years. I graduated from Washington then continued my education...

Work History

  • Edward JonesMay 2023 to Current
  • Duwa's Quality Walls Inc.July 2021 to May 2023

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Loras CollegeBachelor of Arts

Send Me a Message

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Office Information

Phone

(319) 653-6648

Fax

(888) 847-8950

Office Address

120 East Washington
Washington, IA 52353opens in a new window

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