Unclaimed Profile

Thomas Andrew Knippa

VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS·PLANO, Texas

SIE, Series 7, Series 63, Series 65CFPClean record24 years registeredVESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS

2500 DALLAS PARKWAY, PLANO, TX 75093CRD# 3031562Firm CRD# 122484

Profile Verification

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

Identity

Thomas Andrew Knippa · PLANO, TX

Registration

CRD #3031562 · VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS · 24 years registered

Brand Profile

Not yet started

Career History

CX INSTITUTIONAL, LLC

Oct 2018 – present

PERSONAL WEALTH PARTNERS LLC

May 2022 – Oct 2022

Plano, TX

CXI ADVISORS, LLC

May 2019 – Sep 2020

PLANO, TX

CPF TEXAS

Oct 2002 – Nov 2018

PLANO, TX

LPL FINANCIAL LLC

Jun 2002 – Jul 2015

PLANO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · June 28, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS

CRD 122484 · SEC 801-80920

AUM

$233M

Regulatory assets under management

Employees

527 client accounts

Services offered by VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS

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 VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS →

Introduction

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Frequently Asked Questions

What services does Thomas Andrew Knippa offer?

Thomas Andrew Knippa specializes in Financial Planning, Investment Management. Contact their office in PLANO, Texas for a consultation.

What are Thomas Andrew Knippa's credentials?

Thomas Andrew Knippa holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Thomas Andrew Knippa located?

Thomas Andrew Knippa is based in PLANO, Texas, working with VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS. Their office serves clients in the PLANO metropolitan area and surrounding communities.

How does Thomas Andrew Knippa charge for services?

Thomas Andrew Knippa'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 VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS?

VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS has approximately 12 employees and manages $233M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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