Clay Knoke
Wisconsin Rapids,WI
Summary
Motivated Financial Advisor with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Financial Advisor
Edward Jones
09.2020 - Current
- Built strong relationships with clients through regular communication and personalized service.
- Developed comprehensive financial plans for clients, addressing investment management, insurance needs, tax planning, and retirement goals.
- Facilitated educational workshops on various finance-related topics for both internal staff members and external audiences.
Policy Management Analyst
Valmark Financial Group
03.2017 - 09.2020
- Analyzed and evaluated the performance of over 3,300 complex life insurance contracts across 48 different carriers and 275 different products.
- Provided recommendations to member firms to improve the health of their client's life insurance holdings.
- Provided original research to member firms to better educate them and their clients on the potential pitfalls of not properly managing life insurance policies.
Financial Advisor
Edward Jones
05.2011 - 03.2017
- Develop prospects into clients through fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Education
Bachelor of Arts - Business Management: Entrepreneurship
Saint Mary's University of Minnesota
Winona, MN12.2009
Skills
Relationship building and management
Retirement planning
Strategic financial planning
Insurance planning
Tax-efficient income planning
Portfolio analysis
Affiliations
- Financial Planning Association (FPA)
- National Association of Enrolled Agents (NAEA)
Certification
- EA - Enrolled Agent
- CFP® - CERTIFIED FINANCIAL PLANNER™
- CRPC® - Chartered Retirement Planning Councelor
Leadership
- Created and delivered presentations on the following subjects; Profit and Loss Statement, Financial Planning, Fixed Income Securities, Basics of Form 1040, Basics of Tax Planning for Retirees.
- Edward Jones Region 309 Field Trainer - 2024
- Edward Jones Region 309 Performance Leader - 2024
- Edward Jones Region 309 Field Trainer Leader - 2025
Awards
- Valmark Core Award - 2017 & 2020
- Spirit of Partnership Award - 2013 & 2014
- "TNT" Client Development Award - 2014
- Edward D. Jones Founders Achievement Award - 2021
- Ed Armstrong Achievement Award - 2022
- Jim McKenzie Achievement Award - 2022
- Frank Finnegan Achievement Award - 2023
- Jack Phelan Achievement Award - 2024
- A.F. McKenzie Acheivement Award - 2024
- Jim Harrod Achievement Award - 2024
Timeline
Financial Advisor
Edward Jones
09.2020 - Current
Policy Management Analyst
Valmark Financial Group
03.2017 - 09.2020
Financial Advisor
Edward Jones
05.2011 - 03.2017
- EA - Enrolled Agent
- CFP® - CERTIFIED FINANCIAL PLANNER™
- CRPC® - Chartered Retirement Planning Councelor
Bachelor of Arts - Business Management: Entrepreneurship
Saint Mary's University of Minnesota
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