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James Shannon Knapp

HERITAGE WEALTH ARCHITECTS, INC.·MENDOTA HEIGHTS, Minnesota
Unclaimed Profile
1270 NORTHLAND DRIVE, MENDOTA HEIGHTS, MN 55120CRD# 4646507Firm CRD# 161261
01

About

James Shannon Knapp is a registered financial advisor based in MENDOTA HEIGHTS, Minnesota, affiliated with HERITAGE WEALTH ARCHITECTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
HERITAGE WEALTH ARCHITECTS, INC.
HERITAGE WEALTH ARCHITECTS, INC.
AUM
$259M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at HERITAGE WEALTH ARCHITECTS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4646507
Firm CRD# 161261
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Shannon Knapp offer?
James Shannon Knapp specializes in Financial Planning, Investment Management. Contact their office in MENDOTA HEIGHTS, Minnesota for a consultation.
What are James Shannon Knapp's credentials?
James Shannon Knapp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Shannon Knapp located?
James Shannon Knapp is based in MENDOTA HEIGHTS, Minnesota, working with HERITAGE WEALTH ARCHITECTS, INC.. Their office serves clients in the MENDOTA HEIGHTS metropolitan area and surrounding communities.
How does James Shannon Knapp charge for services?
James Shannon Knapp's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HERITAGE WEALTH ARCHITECTS, INC.?
HERITAGE WEALTH ARCHITECTS, INC. has approximately 5 employees and manages $259M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MENDOTA HEIGHTS
Donald Leavitt Mccoy — PLANNERS FINANCIAL SERVICES, INC.Deborah Carter Mccoy — PLANNERS FINANCIAL SERVICES, INC.Tracy Anne Gustafson — PLANNERS FINANCIAL SERVICES, INC.Tyler Lee Rudek — HERITAGE WEALTH ARCHITECTS, INC.Ryan Davis Wold — WOLD FINANCIAL GROUP LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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