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Derek Elliot Jose

KNELMAN ASSET MANAGEMENT GROUP, LLC·MINNEAPOLIS, Minnesota
Unclaimed Profile
225 SOUTH SIXTH STREET, MINNEAPOLIS, MN 55402-4635CRD# 5544108Firm CRD# 148217
01

About

Derek Elliot Jose is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with KNELMAN ASSET MANAGEMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
KNELMAN ASSET MANAGEMENT GROUP, LLC
KNELMAN ASSET MANAGEMENT GROUP, LLC
AUM
$42M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at KNELMAN ASSET MANAGEMENT GROUP, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5544108
Firm CRD# 148217
4 disclosures on file
View on FINRA BrokerCheck →

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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 in MINNEAPOLIS
Adam Nathan Benson — SUMMIT CREEK ADVISORS, LLCMary Horsch — CHURCHILL EQUITY INCF. Clayton Miller — STONE ARCH CAPITAL, LLCDennis Lee Senneseth — HEADWATER ADVISOR, LLCJoseph John Docter — SUMMIT CREEK ADVISORS, LLC
Nearby cities in Minnesota
MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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