Broker Check
Brandon Knopf, CFP®

Brandon Knopf, CFP®

Financial Advisor

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An experienced financial advisor understands that every individual's economic situation is unique. I am dedicated to discerning what is important to you and building a financial plan – a written strategy that identifies your financial goals and objectives and lays out the foundation to help you pursue them. Additionally, I can help you manage your investment and saving behavior. No one can predict the future, but I can help prepare you for the certainty of uncertainty so that when you need money, for whatever reason and in any economic scenario, we can create a plan to help you make sure it is there. I am committed to helping you achieve financial confidence by being professional, personal, and knowledgeable in all areas of your financial needs.

Financial Planning Practice:

  • Joined Waddell & Reed in 2010
  • Focus on comprehensive financial planning
  • Practice incorporates a team philosophy
  • Experienced in planning with small business owners and their unique needs
  • Identifies client's specific goals through a value-based process
  • Develops a customized step-by-step plan to compare a client's current situation to where they want to be
  • Furnishes a roadmap to follow going forward

Education, licenses and awards:

  • Completed Certified Financial Planner™ certification
  • Earned Series 7 and Series 66
  • 2016 Achievement Award*
  • BA from Northern Illinois University

Personal:

  • Born in the Chicago area
  • Reside in western suburbs with wife, Amber, and daughter, Nora
  • Played college basketball; love golf, volleyball, softball, and every other sport

Little Known Facts:

  • Financial business is "in my blood" - both parents are financial advisors
  • Fell in love with my wife when I realized she could throw a ball harder than I
  • Die-hard Chicago sports fan
  • Hope to coach my own kids someday

*These awards are presented annually by Waddell & Reed and are based on an analysis of investments, insurance and financial planning sales generated by the advisor. For more information regarding the awards and dates received, please contact Brandon.

07/18