AdvisorOS Directory
Claim Profile
Unclaimed Profile
JK

John Michael Knopik

JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC·KALISPELL, Montana
Clean recordJORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC
2 SUNSET PLAZA, KALISPELL, MT 59901-1600CRD# 4980586Firm CRD# 118867

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Michael Knopik · KALISPELL, MT
Registration
CRD #4980586 · JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Michael Knopik is a registered financial advisor based in KALISPELL, Montana, affiliated with JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC. 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
Introduction

Speak with John Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John Michael is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC
JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC
AUM
$43M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4980586
Firm CRD# 118867
View on FINRA BrokerCheck →

Looking for a financial advisor in KALISPELL?

Browse all registered financial advisors in KALISPELL, Montana or claim this profile if it's yours.

Browse KALISPELL AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does John Michael Knopik offer?
John Michael Knopik specializes in Financial Planning, Investment Management. Contact their office in KALISPELL, Montana for a consultation.
What are John Michael Knopik's credentials?
John Michael Knopik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Michael Knopik located?
John Michael Knopik is based in KALISPELL, Montana, working with JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the KALISPELL metropolitan area and surrounding communities.
How does John Michael Knopik charge for services?
John Michael Knopik'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 JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC?
JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC has approximately 1 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC

David Charles Hergesheimer
KALISPELL, MT
David James Schultz
KALISPELL, MT
Donald Evan Kisler
KALISPELL, MT
Justin Patrick Sliter
KALISPELL, MT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Montana
BILLINGS (43)GREAT FALLS (40)BOZEMAN (21)MISSOULA (17)WHITEFISH (14)HELENA (5)BIGFORK (2)POLSON (2)FAIRFIELD (1)
City Guides
BILLINGS GuideGREAT FALLS GuideBOZEMAN GuideMISSOULA GuideWHITEFISH Guide
Research
Advisor Fees in MontanaNational Fee Analysis
Request removal of this profile