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Michael John Knipstein

Onpoint Financial Advice, LLC

Round Rock, TX

CRD 8125566

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Employer firm

Onpoint Financial Advice, LLC CRD 337503

Reported services (Item 5G)

  • Financial planning
  • Educational seminars

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

Current Employers
Onpoint Financial Advice, Llc

Round Rock, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-04
  • TX RA
    APPROVED
    Since 2025-09-04

Branch Locations

Round Rock, 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
Retired Round Rock TX 02/2025 06/2025
Williamson County Ems - Williamson County, Texas Georgetown TX 12/2016 02/2025
Williamson County Ems - Williamson County, Texas Georgetown TX 11/2015 12/2016
Onpoint Financial Advice Llc Round Rock TX 06/2025 Present
  • 02/2025 → 06/2025
    Retired
    Round Rock, TX
  • 12/2016 → 02/2025
    Williamson County Ems - Williamson County, Texas
    Georgetown, TX
  • 11/2015 → 12/2016
    Williamson County Ems - Williamson County, Texas
    Georgetown, TX
  • 06/2025 → Present
    Onpoint Financial Advice Llc
    Round Rock, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-15
  • S65 Uniform Investment Adviser Law Examination
    2025-05-15
Other Names
  • Mike Knipstein
  • Michael Knipstein

View on SEC IAPD

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