John Michael Knopik

Employer firm

Ascent Wealth Management CRD 305915

$54.0M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 01/2008 → 09/2019
  Jordahl & Sliter Wealth Management Group, Llc
  Kalispell, MT
• 09/2019 → Present
  Ascent Wealth Management Pllc
  Kalispell, MT

Previous Registrations

• 2008-02-19 → 2019-12-16
  Jordahl & Sliter Wealth Management Group, Llc
  Kalispell, MT
• 2005-11-15 → 2008-01-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Spokane, WA
  Kalispell, MT

Exams

• S66 Uniform Combined State Law Examination
  2005-11-10

Designations

• Certified Financial Planner

Other Names

• John Michael Knopik
• John Michael Knopik