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Derek Elliot Jose

KNELMAN ASSET MANAGEMENT GROUP, LLC·MINNEAPOLIS, Minnesota
SIE, Series 7, Series 63, Series 86, Series 87Clean recordKNELMAN ASSET MANAGEMENT GROUP, LLC
225 SOUTH SIXTH STREET, MINNEAPOLIS, MN 55402-4635CRD# 5544108Firm CRD# 148217

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Derek Elliot Jose · MINNEAPOLIS, MN
Registration
CRD #5544108 · KNELMAN ASSET MANAGEMENT GROUP, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 86
Series 87
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
KNELMAN ASSET MANAGEMENT GROUP, LLC
CRD 148217 · SEC 801-69568
AUM
$42M
Regulatory assets under management
Employees
3
29 client accounts
Services offered by KNELMAN ASSET MANAGEMENT GROUP, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at KNELMAN ASSET MANAGEMENT GROUP, LLC →
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Frequently Asked Questions

What services does Derek Elliot Jose offer?
Derek Elliot Jose specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in MINNEAPOLIS, Minnesota for a consultation.
What are Derek Elliot Jose's credentials?
Derek Elliot Jose is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Derek Elliot Jose located?
Derek Elliot Jose is based in MINNEAPOLIS, Minnesota, working with KNELMAN ASSET MANAGEMENT GROUP, LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.
How does Derek Elliot Jose charge for services?
Derek Elliot Jose's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KNELMAN ASSET MANAGEMENT GROUP, LLC?
KNELMAN ASSET MANAGEMENT GROUP, LLC has approximately 3 employees and manages $42M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KNELMAN ASSET MANAGEMENT GROUP, LLC

Irving Philip Knelman
MINNEAPOLIS, MN

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