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Kevin Daniel Knull

MONEYGUIDE ADVISORY, INC.·POWHATAN, Virginia
Series 6, Series 26, Series 63CFPClean record16 years registeredMONEYGUIDE ADVISORY, INC.
1588 OAKBRIDGE TERRACE, POWHATAN, VA 23139CRD# 4475114Firm CRD# 169255

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Daniel Knull · POWHATAN, VA
Registration
CRD #4475114 · MONEYGUIDE ADVISORY, INC. · 16 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: MONEYGUIDE ADVISORY, INC.
CAMPBELL WEALTH MANAGEMENT, INC.
Jun 2022 – Apr 2023
ALEXANDRIA, VA
MONEYGUIDE ADVISORY, INC.
Oct 2013 – Mar 2017
POWHATAN, VA
SYMETRA INVESTMENT SERVICES, INC.
Jan 2012 – Dec 2012
BELLEVUE, WA
INVESTFORLESS
Feb 2010 – Jul 2011
WHITE STONE, VA
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 26
Series 63
Registration record
First registered · February 5, 2010
Years registered · 16
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MONEYGUIDE ADVISORY, INC.
CRD 169255 · SEC 801-78671
Employees
4
Total firm employees
Services offered by MONEYGUIDE ADVISORY, INC.
Per Form ADV
Financial planning
Other
Client types served by the firm
Per Form ADV
High Net Worth Individuals
View all advisors at MONEYGUIDE ADVISORY, INC. →
Introduction

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05

Frequently Asked Questions

What services does Kevin Daniel Knull offer?
Kevin Daniel Knull specializes in Financial Planning.
What are Kevin Daniel Knull's credentials?
Kevin Daniel Knull holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Kevin Daniel Knull located?
Kevin Daniel Knull is based in POWHATAN, Virginia, last registered with MONEYGUIDE ADVISORY, INC..
How does Kevin Daniel Knull charge for services?
Kevin Daniel Knull's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONEYGUIDE ADVISORY, INC.?
MONEYGUIDE ADVISORY, INC. has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
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