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Chloe Elizabeth Knapp

Assetmark, Inc.

Chicago, IL

Concord, CA

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Current Employers
Assetmark, Inc.

1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-08-18
  • IL RA
    APPROVED
    Since 2025-08-18

Branch Locations

200 W. Madison Ave Suite 2200, Chicago, IL 60606 • United States

1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • 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
Pnc Capital Markets, Llc Boston MA 02/2024 05/2025
Pnc Bank Pittsburgh PA 08/2021 01/2024
University Of Wisconsin Madison WI 09/2018 05/2021
Northwestern Mutual Denver CO 06/2019 07/2019
Ubs Madison WI 01/2020 03/2020
Pnc Bank Pittsburgh PA 06/2020 07/2020
University Of Wisconsin - Madison Madison WI 08/2018 05/2021
Unemployed Aurora CO 06/2021 08/2021
Creighton University Omaha NE 08/2017 05/2018
Full Time Student (High School/Middle School) Aurora CO 01/2014 08/2017
Assetmark Financial Holdings, Inc. Chicago IL 06/2025 Present
Assetmark Brokerage, Llc Chicago IL 09/2025 Present
  • 02/2024 → 05/2025
    Pnc Capital Markets, Llc
    Boston, MA
  • 08/2021 → 01/2024
    Pnc Bank
    Pittsburgh, PA
  • 09/2018 → 05/2021
    University Of Wisconsin
    Madison, WI
  • 06/2019 → 07/2019
    Northwestern Mutual
    Denver, CO
  • 01/2020 → 03/2020
    Ubs
    Madison, WI
  • 06/2020 → 07/2020
    Pnc Bank
    Pittsburgh, PA
  • 08/2018 → 05/2021
    University Of Wisconsin - Madison
    Madison, WI
  • 06/2021 → 08/2021
    Unemployed
    Aurora, CO
  • 08/2017 → 05/2018
    Creighton University
    Omaha, NE
  • 01/2014 → 08/2017
    Full Time Student (High School/Middle School)
    Aurora, CO
  • 06/2025 → Present
    Assetmark Financial Holdings, Inc.
    Chicago, IL
  • 09/2025 → Present
    Assetmark Brokerage, Llc
    Chicago, IL
Other Businesses

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 06/2025 - 160 HRS / MONTHLY - SALES CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD, CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-15
S63 Uniform Securities Agent State Law Examination 2024-04-05
  • S65 Uniform Investment Adviser Law Examination
    2025-08-15
  • S63 Uniform Securities Agent State Law Examination
    2024-04-05
Other Names
  • Chloe Elizabeth Knapp
  • Chloe Knapp

View on SEC IAPD

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PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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