Kolton Knox, AIF®, RICP®
Financial Representative, Principal Securities Registered Representative, Investment Adviser Representative
Kolton serves as an Investment Adviser Representative and has been in the investment industry since 2010. His passion lies in creating financial awareness and providing a customer centric experience in helping individuals plan for retirement, and create customized financial plans based on their objectives and needs.
Kolton received his bachelor’s degree in business administration with a concentration in Finance from the University of Sioux Falls. He has his FINRA Series 7 and 66 securities registrations, Life & Health insurance license, the Accredited Investment Fiduciary® (AIF®) designation, and the Retirement Income Certified Professional® (RICP®) designation.
Kolton was born and raised in South Dakota and moved to Kansas City in 2015. He is recently married to his wife, Anh. Together they enjoy spending time with their two daughters, Hana and Jayda and traveling to Vietnam. He also works with People to People, an organization that is dedicated to creating lifelong relationships with foreign military leadership.