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Christina Lynne Knierim

FIRST TRUST INVESTMENT SOLUTIONS L.P.·NAPLES, Florida
Clean recordFIRST TRUST INVESTMENT SOLUTIONS L.P.
9130 GALLERIA COURT, NAPLES, FL 34109CRD# 4759817Firm CRD# 328327

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christina Lynne Knierim · NAPLES, FL
Registration
CRD #4759817 · FIRST TRUST INVESTMENT SOLUTIONS L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Christina Lynne Knierim is a registered financial advisor based in NAPLES, Florida, affiliated with FIRST TRUST INVESTMENT SOLUTIONS L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
FIRST TRUST INVESTMENT SOLUTIONS L.P.
FIRST TRUST INVESTMENT SOLUTIONS L.P.
AUM
$518M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at FIRST TRUST INVESTMENT SOLUTIONS L.P. →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4759817
Firm CRD# 328327
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christina Lynne Knierim offer?
Christina Lynne Knierim specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NAPLES, Florida for a consultation.
What are Christina Lynne Knierim's credentials?
Christina Lynne Knierim is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christina Lynne Knierim located?
Christina Lynne Knierim is based in NAPLES, Florida, working with FIRST TRUST INVESTMENT SOLUTIONS L.P.. Their office serves clients in the NAPLES metropolitan area and surrounding communities.
How does Christina Lynne Knierim charge for services?
Christina Lynne Knierim's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRST TRUST INVESTMENT SOLUTIONS L.P.?
FIRST TRUST INVESTMENT SOLUTIONS L.P. has approximately 8 employees and manages $518M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FIRST TRUST INVESTMENT SOLUTIONS L.P.

Kevin M Erndl
NAPLES, FL
Robert Carr
NAPLES, FL

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Research
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