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Current Employers
Balanced Investment Advisors, Llc

Armstrong Center 222 Third Ave Se, Cedar Rapids,, IA 52401 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2022-07-18
  • IA RA
    APPROVED
    Since 2022-07-18

Branch Locations

Armstrong Center 222 Third Ave Se, Cedar Rapids,, IA 52401 • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation Yes
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Voya Financial Advisors, Inc. Cedar Rapids IA 01/2004 12/2016
David L. Knutson Cedar Rapids IA 04/1981 12/2016
Voya Financial Advisors, Inc. Cedar Rapids IA 04/2006 12/2016
Corecap Investments, Inc. Southfield MI 03/2018 06/2019
Corecap Investments, Inc. Southfield MI 03/2018 06/2019
Retired Cedar Rapids IA 01/2017 07/2022
Balanced Investment Advisors, Llc Cedar Rapids IA 07/2022 Present
Previous Registrations
  • 2018-03-12 → 2019-06-11
    Cedar Rapids, IA
    Southfield, MI
  • 2006-04-25 → 2016-12-31
    Cedar Rapids, IA
    Cedar Rapids, IA
    Des Moines, IA
    Cedar Rapids, IA
    Cedar Rapids, IA
    Hiawatha, IA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1982-08-12
  • S63 Uniform Securities Agent State Law Examination
    1982-08-12
Designations
Other Names
  • David Lowell Knutson

View on SEC IAPD

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