David L Knutson

Employer firm

Balanced Investment Advisors, LLC CRD 304976

$49.3M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

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

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

Current Employers

Employment History

• 01/2004 → 12/2016
  Voya Financial Advisors, Inc.
  Cedar Rapids, IA
• 04/1981 → 12/2016
  David L. Knutson
  Cedar Rapids, IA
• 04/2006 → 12/2016
  Voya Financial Advisors, Inc.
  Cedar Rapids, IA
• 03/2018 → 06/2019
  Corecap Investments, Inc.
  Southfield, MI
• 03/2018 → 06/2019
  Corecap Investments, Inc.
  Southfield, MI
• 01/2017 → 07/2022
  Retired
  Cedar Rapids, IA
• 07/2022 → Present
  Balanced Investment Advisors, Llc
  Cedar Rapids, IA

Previous Registrations

• 2018-03-12 → 2019-06-11
  Corecap Advisors
  Cedar Rapids, IA
  Southfield, MI
• 2006-04-25 → 2016-12-31
  Voya Financial Advisors, Inc.
  Cedar Rapids, IA
  Cedar Rapids, IA
  Des Moines, IA
  Cedar Rapids, IA
  Cedar Rapids, IA
  Hiawatha, IA

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-08-12

Designations

• Chartered Financial Consultant

Other Names

• David Lowell Knutson