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210 E. Plank Road, Ste 1C, Altoona, PA 16602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2008-08-19 |
Branch Locations
210 E. Plank Road, Ste 1C, Altoona, PA 16602 • United States
Dubois, PA • United States
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knox Financial | Dubois | PA | 12/2005 | 12/2016 |
| Venn Wealth & Benefit Services | Altoona | PA | 08/2008 | Present |
| Venn Financial Solutions | Dubois | PA | 12/2016 | Present |
Venn Financial Solutions, previously Knox Financial, Owner/Operator since 1980. This business offer insurance and financial planning services. Mr. Knox ,at spend up 50% of his time on this activity. Venn Financial Solutions and Venn Wealth are not affiliated.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 1986-04-22 |
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