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Daniel A Knapp

Rothschild Wealth LLC

Oakbrook, IL

CRD 7351552

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Employer firm

Rothschild Wealth LLC CRD 162442

$1.70B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Rothschild Wealth Llc

700 Commerce Drive Suite 170, Oakbrook, IL 60523 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-03-26
  • IL RA
    APPROVED
    Since 2021-03-26

Branch Locations

700 Commerce Drive Suite 170, Oakbrook, IL 60523 • 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
Abott Labs Abbott Park IL 02/2009 02/2021
Rothschild Wealth Llc Oak Brook IL 02/2021 Present
Other Businesses

INSURANCE LICENSED LIFE AND HEALTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-26
  • S65 Uniform Investment Adviser Law Examination
    2021-03-26

View on SEC IAPD

Nearby Firms

DILLOW WEALTH MANAGEMENT LLC
ROTHSCHILD FINANCIAL PARTNERS, LLC
INTEGRATED WEALTH PLANNERS LLC

Nearby Investors

TIMOTHY LOUIS DILLOW
Ian Peter Dillow
ANDREW CRAIG ATSEFF

Nearby Offices

DILLOW WEALTH MANAGEMENT LLC · OAK BROOK, IL
ROTHSCHILD FINANCIAL PARTNERS, LLC · OAK BROOK, IL
INTEGRATED WEALTH PLANNERS LLC · OAK BROOK, IL

More in Oakbrook, IL

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