Unclaimed Profile

Judith Anne Knudsen

WFG ADVISORS, LP·DALLAS, Texas

SIE, Series 3, Series 4, Series 7, Series 12, Series 24, Series 53, Series 63, Series 65Clean recordWFG ADVISORS, LP

2711 N HASKELL AVE, DALLAS, TX 75204CRD# 2335086Firm CRD# 125073

Profile Verification

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

Identity

Judith Anne Knudsen · DALLAS, TX

Registration

CRD #2335086 · WFG ADVISORS, LP

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 12

Series 24

Series 53

Series 63

Series 65

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WFG ADVISORS, LP

CRD 125073 · SEC 801-61945

AUM

$1.5B

Regulatory assets under management

Employees

156

8,500 client accounts

Services offered by WFG ADVISORS, LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WFG ADVISORS, LP →

Introduction

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Frequently Asked Questions

What services does Judith Anne Knudsen offer?

Judith Anne Knudsen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are Judith Anne Knudsen's credentials?

Judith Anne Knudsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Judith Anne Knudsen located?

Judith Anne Knudsen is based in DALLAS, Texas, working with WFG ADVISORS, LP. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Judith Anne Knudsen charge for services?

Judith Anne Knudsen'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 WFG ADVISORS, LP?

WFG ADVISORS, LP has approximately 156 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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