Kevin Knobloch, CLU, ChFC, CFP
Senior Financial Advisor
As a Senior Financial Advisor, Kevin Knobloch evaluates the resources available throughout the firm to determine which are most appropriate for each client’s current and future needs. These include capabilities in investment planning, trusts1, and wealth transfer strategies, liability management and investments.
Kevin does this after first gaining a thorough understanding of his clients’ goals and priorities, determining their family responsibilities, plans for retirement and near-term and long-term goals. In addition, Kevin involves other specialists on the Wells Fargo Advisors team to provide comprehensive wealth management capabilities that help toward attaining their clients’ financial goals.
Kevin has 27 years of experience in meeting clients’ special needs, as well as those of their business or profession, with special concern and consideration. He began his career in 1981 with Wachovia Bank, Winston Salem, North Carolina. He later worked for Arthur Andersen & Co. as an auditor, and with Bank of America, then NCNB Texas, as an analyst in their International Banking Group. After working for JPMorgan Chase Bank NA in their Private Wealth Management Department for 15 years, he joined Wells Fargo Advisors, in March of 2009. Kevin has been serving the Baton Rouge and surrounding markets since 1994.
Kevin has attained industry designations for a CERTIFIED FINANCIAL PLANNER ™, Chartered Life Underwriter™, Chartered Financial Consultant™, Certified Private Wealth AdvisorSM , Chartered Advisor in Philanthropy® , and holds a Life, Health and Variable Annuity Insurance License in addition to the following securities registrations: Series 6, 7, and 66. In 2008, Kevin was chosen by Barron’s magazine as one of its “Top 100 Financial Advisors”2. In 2009, Kevin was selected to “Barron’s Top Advisors Ranking by State” for the State of Louisiana.
MS • Finance • Louisiana State University MS • Accounting • Louisiana State University BS • Accounting • Louisiana State University
1Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
2 The Barron’s Top 100 Financial Advisers rankings are based on assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances.
3 The Barron’s Top 1,200 State By State Advisors rankings are based on assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances.