Jared Knudsen
CORE Financial Inc
- Role
- Financial at Core Financial Inc
- Location
- Provo, UT, US
- LinkedIn followers
- 500 followers
About Jared Knudsen
Please note that current regulatory policy does not allow me to receive endorsements of skills, experience and/or Certified Financial Planner certificant (CFP®) Financial Services Specialis (FSS)*Series 7 *Series 6 *Series 65 *Series 63 Life/Health license *Jared W. Knudsen is a Registered Representative and Investment Advisor Representative of and offers securities and advisory services through KMS Financial Services, Inc. Member FINRA/SIPC.
Experience
Financial
Aug 2012 — Present · Provo, UT, US
Financial Planning and Investment Advisory ServicesFounded in 2010 by Kyle Bigler as a means to provide a more independent and flexible platform for delivering financial advice and planning services to clients. Jared Knudsen joined the firm as a partner in 2012. Equally licensed and both CFP® Practitioners, Jared and Kyle operate CORE Financial as a single practice, working together with clients as a wealth management team. Kyle\'s primary focus is on wealth management, asset allocation, retirement planning and distribution strategies. Jared handles client needs pertaining to insurance planning, wealth transfer strategies and estate and charitable giving solutions. Dividing responsibilities according to their individual strengths allows for greater individual focus, while combining those collective strengths under a single practice maintains a breadth of planning that all clients deserve.While our primary focus is delivering value to high net-worth clients, we offer three client engagement platforms and a fee-structure that can be tailored to investors of any size.
Education
Brigham Young University
Bachelor
2003 — 2006
Skills
- Life Insurance
- Asset Protection
- Fixed Annuities
- Estate Planning
- Mutual Funds
- Asset Management
- Professional Mentoring
- Retirement
- Wealth Management
- Strategic Financial Planning
- Real Estate
- Investments
- Portfolio Management
- Financial Services
- Financial Analysis
- Personal Finance
- Multi-Generational Wealth Transfer
- Retirement Planning
- Charitable Gift Planning
- Financial Planning
- Securities
- Leadership
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