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John Michael Knopik

JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC·KALISPELL, Montana
Series 7, Series 66Clean record20 years registeredJORDAHL & 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 · 20 years registered
Brand Profile
Not yet started
01

Career History

ASCENT WEALTH MANAGEMENT
Nov 2019 – present
JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC
Feb 2008 – Dec 2019
KALISPELL, MT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Nov 2005 – Jan 2008
SPOKANE, WA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · November 15, 2005
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC
CRD 118867 · SEC 801-62884
AUM
$43M
Regulatory assets under management
Employees
1
173 client accounts
Services offered by JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC →
Introduction

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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.
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Other Advisors at JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC

David James Schultz
KALISPELL, MT

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