Best Investors Account Sign in
Claim This Profile
Current Employers
The Von Dohlen Knuffke Financial Group, Llc

San Antonio, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-02-22
  • TX RA
    APPROVED
    Since 2017-02-22

Branch Locations

San Antonio, TX • 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
Next Financial Group Inc San Antonio TX 05/2007 Present
The Von Dohlen Knuffke Financial Group, Llc San Antonio TX 12/2014 Present
The Von Dohlen Knuffke Financial Group, Inc San Antonio TX 06/2006 Present
Von Dohlen Consulting Gp, Llc Austin TX 12/2003 Present
Tdvd, Ltd Goliad TX 03/1997 Present
Mfg Ltd, Co San Antonio TX 04/1981 Present
  • 05/2007 → Present
    Next Financial Group Inc
    San Antonio, TX
  • 12/2014 → Present
    San Antonio, TX
  • 06/2006 → Present
    The Von Dohlen Knuffke Financial Group, Inc
    San Antonio, TX
  • 12/2003 → Present
    Von Dohlen Consulting Gp, Llc
    Austin, TX
  • 03/1997 → Present
    Tdvd, Ltd
    Goliad, TX
  • 04/1981 → Present
    Mfg Ltd, Co
    San Antonio, TX
Previous Registrations
Other Businesses

1) THE VON DOHLEN KNUFFKE FINANCIAL GROUP INC (DBA); 15% TIME SPENT; 2) THE PRACTICE SOLUTIONS GROUP-MORTGAGE SERVICES (FINANCING ACTIVITIES FOR RESIDENTIAL MORTGAGES AND COMMERCIAL LOANS); TIME SPENT 1%; OWNERSHIP 50% 3) THE VON DOHLEN KNUFFKE FINANCIAL GROUP INC-MANAGEMENT AND MARKETING COMPANY; TIME SPENT 15%; OWNERSHIP 50% 4) THE VON DOHLEN FINANCIAL GROUP INC-INSURANCE (TRADITIONAL, NON-VARIABLE); TIME SPENT 5%; OWNERSHIP 100% 5) THE PRACTICE SOLUTIONS GROUP-CONSULTING, PRATICE/BUSINESS MANAGEMENT, VALUATIONS, PHYSICIAN PLACEMENT, RECEIVE REFERRAL FEES FROM OTHER PROFESSIONALS; TIME SPENT 1%; OWNERSHIP 50% 6) PATRICK VON DOHLEN-INSURANCE (TRADITIONAL, NON-VARIABLE); TIME SPENT 3%; OWNERSHIP 100% 7) THE VON DOHLEN KNUFFKE FINANCIAL GROUP, INC-ESTATE PLANNING (CONSULTING & PLANNING) NON-LEGAL; TIME SPENT 15%; OWNERSHIP 50% 8) THE VON DOHLEN KNUFFKE FINANCIAL GROUP, INC-FINANCIAL PLANNING/CONSULTING-TIME SPENT 15%; OWNERSHIP 50% 9) THE VON DOHLEN KNUFFKE FINANCIAL GROUP, INC.; S CORPORATION; ADP PARTNER CONTRACT; OWNER; 15% TIME SPENT; 50% OWNERSHIP; UNKNOWN COMP; PRESENT TO FUTURE 10) VON DOHLEN CONSULTING GP, LLC; PARTIAL OWNER OF NURSING HOME; OWNER; 5% TIME SPENT; 50% OWNERSHIP; $0 COMP; NO TERM 11) SAN ANTONIO FAMILY ASSOCIATION; TIME SPENT 5%

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-01-14
S63 Uniform Securities Agent State Law Examination 1997-12-23
  • S65 Uniform Investment Adviser Law Examination
    2003-01-14
  • S63 Uniform Securities Agent State Law Examination
    1997-12-23

View on SEC IAPD

More in San Antonio, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor