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Joseph Charles Knox Guenther

CPWA LLC·HOOD RIVER, Oregon
SIE, Series 7, Series 66CFPClean record17 years registeredCPWA LLC
1313 BELMONT AVE., HOOD RIVER, OR 97031CRD# 5385824Firm CRD# 322424

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Charles Knox Guenther · HOOD RIVER, OR
Registration
CRD #5385824 · CPWA LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

CROWN POINT WEALTH ADVISORS
Oct 2022 – present
EDWARD JONES
Nov 2008 – Oct 2022
HOOD RIVER, OR
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · November 26, 2008
Years registered · 17
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CPWA LLC
CRD 322424 · SEC 801-129946
AUM
$111M
Regulatory assets under management
Employees
3
876 client accounts
Services offered by CPWA 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 CPWA LLC →
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05

Frequently Asked Questions

What services does Joseph Charles Knox Guenther offer?
Joseph Charles Knox Guenther specializes in Financial Planning, Investment Management. Contact their office in HOOD RIVER, Oregon for a consultation.
What are Joseph Charles Knox Guenther's credentials?
Joseph Charles Knox Guenther holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Joseph Charles Knox Guenther located?
Joseph Charles Knox Guenther is based in HOOD RIVER, Oregon, working with CPWA LLC. Their office serves clients in the HOOD RIVER metropolitan area and surrounding communities.
How does Joseph Charles Knox Guenther charge for services?
Joseph Charles Knox Guenther's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CPWA LLC?
CPWA LLC has approximately 3 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CPWA LLC

James D Williams
HOOD RIVER, OR

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Nearby cities in Oregon
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City Guides
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Research
Advisor Fees in OregonNational Fee Analysis
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