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Curt David Knotick

C2 Private Wealth

Renfrew, PA

Novi, MI

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Current Employers
C2 Private Wealth

29409 Haggerty Road Suite 200, Novi, MI 48377 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-03-17
  • PA RA
    APPROVED
    Since 2026-03-17

Branch Locations

831Evans City Road, Renfrew, PA 16053 • United States

29409 Haggerty Road Suite 200, Novi, MI 48377 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Accurate Solutions Group, Llc Butler PA 01/2010 03/2026
Accurate Investment Solutions, Inc Butler PA 04/2017 12/2017
Cck Holdings Llc Butler PA 01/2016 Present
Global Finanical Private Capital Llc Butler PA 08/2011 07/2017
Asg Investment Management Llc Butler PA 01/2018 03/2026
Accurate Investment Solutions Inc. Butler PA 04/2017 10/2018
C2 Private Wealth Novi MI 03/2026 Present
Senior Planning Advisors, Llc Novi MI 03/2026 Present
  • 01/2010 → 03/2026
    Accurate Solutions Group, Llc
    Butler, PA
  • 04/2017 → 12/2017
    Accurate Investment Solutions, Inc
    Butler, PA
  • 01/2016 → Present
    Cck Holdings Llc
    Butler, PA
  • 08/2011 → 07/2017
    Global Finanical Private Capital Llc
    Butler, PA
  • 01/2018 → 03/2026
    Asg Investment Management Llc
    Butler, PA
  • 04/2017 → 10/2018
    Accurate Investment Solutions Inc.
    Butler, PA
  • 03/2026 → Present
    Novi, MI
  • 03/2026 → Present
    Senior Planning Advisors, Llc
    Novi, MI
Previous Registrations
  • 2018-04-18 → 2026-03-20
    Asg Investment Management, Llc
    Butler, PA
    Renfrew, PA
  • 2017-04-06 → 2018-10-03
    Gierl Augustine Investment Management, Inc.
    Seven Fields, PA
  • 2011-08-26 → 2017-10-11
    Global Financial Private Capital, Inc.
    Butler, PA
    Sarasota, FL
Other Businesses

CCK Holdings LLC; Non-investment related; 831 Evans City Rd, Renfrew PA 16053; Property management/holding; Owner and managing member; Start date 01/2016; 0 hours per month not during securities trading hours Senior Planning Advisors, LLC (d/b/a C2 Insurance Services); 29409 Haggerty Rd. Suite 200, Novi, MI 48377; Sale of insurance products; Agent/Consultant; Start date 03/2026; Approximately 80 hrs. per month; Market and sell insurance products. Insurance and annuities, sales for insurance products; Life Insurance, LTC, Fixed Indexed Annuities and Disability Insurance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-07-15
  • S65 Uniform Investment Adviser Law Examination
    2011-07-15
Other Names
  • Curt D. Knotick
  • Curt Knotick

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