Unclaimed Profile

Irving Philip Knelman

KNELMAN ASSET MANAGEMENT GROUP, LLC·MINNEAPOLIS, Minnesota

Series 7, Series 63, Series 6511 years registeredKNELMAN ASSET MANAGEMENT GROUP, LLC

225 SOUTH SIXTH STREET, MINNEAPOLIS, MN 55402-4635CRD# 826622Firm CRD# 148217

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Irving Philip Knelman · MINNEAPOLIS, MN

Registration

CRD #826622 · KNELMAN ASSET MANAGEMENT GROUP, LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KNELMAN ASSET MANAGEMENT GROUP, LLC

KNELMAN ASSET MANAGEMENT GROUP, LLC

Jan 2015 – Oct 2015

PARIS, KY

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 7, 2015

Years registered · 11

Disclosure History

2013Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

KNELMAN ASSET MANAGEMENT GROUP, LLC

CRD 148217 · SEC 801-69568

AUM

$42M

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does Irving Philip Knelman offer?

Irving Philip Knelman specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Irving Philip Knelman's credentials?

Irving Philip Knelman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Irving Philip Knelman located?

Irving Philip Knelman is based in MINNEAPOLIS, Minnesota, last registered with KNELMAN ASSET MANAGEMENT GROUP, LLC.

How does Irving Philip Knelman charge for services?

Irving Philip Knelman'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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