Dave Knight
Financial Advisor at Stonepath Wealth Management
Based in Traverse City, United States
7-day free trial · no credit card
Seniority
Staff
Department
Finance & Accounting
Location
Traverse City
Industry
Financial Services
Company size
16
Contact information
Reveal Dave's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
d•••••••@stonepathwm.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Dave Knight
Dave Knight, CFP® was drawn to pursue a career in financial planning in order to facilitate individuals in successfully navigating their paths to financial success. He graduated from Western Michigan University’s Personal Financial Planning program in 2006 and attained his Certified Financial Planner™ designation in 2010. For over a decade, Dave has worked in the financial services industry helping clients achieve greater financial success. Dave then joined the independent team at Stonepath Wealth Management where he now delivers objective and comprehensive financial advice to his clients. Dave is passionate about assisting in all areas of financial planning including investment management and retirement, estate, and insurance planning. He is committed to providing honest and unbiased advice. In his free time, Dave loves spending time in the Northern Michigan outdoors with his sons, Rhett, Heath and Leland. He is also an avid distance runner and has competed in numerous area races including several half marathons. As a member of the Traverse City Track Club, Dave supports various local charities through the races he competes in. He also enjoys cooking for his family and friends as an amateur chef and barbecue enthusiast. Registered Representative. Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, member FINRA / SIPC. Investment Advisor Representative. Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Stonepath Wealth Management are not affiliated. Information relating to securities is intended for use by individuals residing in Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Michigan, Nevada, New York, North Carolina, Ohio, Tennessee, Washington, and Wyoming only. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined.
Decision-makers
Other people at Stonepath Wealth Management
- SAStaff
Steven Adams
Financial Advisor · Finance & Accounting
- NBStaff
Nolan Baldwin
Client Relations Specialist · Customer/Client Service
- NBStaff
Nicholes Baldwin
Financial Advisor · Finance & Accounting
- MRStaff
Marc Ruemmler
Financial Advisor · Finance & Accounting
- BBStaff
Bill Beaird
Financial Advisor · Finance & Accounting
Build a list of verified contacts at Stonepath Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Dave
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime