Richard Joseph Knudsen

Employer firm

William Joseph Capital Management, Inc. CRD 226535

$694M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1998 → 08/2018
  Advantage Capital Corporation
  Danbury, CT
• 01/1996 → Present
  Health Insurance Quote Services, Inc.(Dba Hiqs)
  Bethel, CT
• 08/2017 → Present
  William Joseph Capital Management Llc
  Bristol, CT

Other Businesses

1) Health Insurance Quote Services, Inc.; not Investment Related : Yes; Bethel, CT 06801; Life and health insurance and Annuities; President; President and Owner; 1996-01-01; Hours devoted to business during trading hours : 150 2) AAA Retire, LLC. Owner; not investment-related. Educational and marketing only for insurance. No revenue or fees received. Started 2017. 7 hours per month, not during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-22
• S63 Uniform Securities Agent State Law Examination
  1997-05-07

Other Names

• Joseph Knudsen