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JAMES C. KNAPP, AIF<sup>&#174;</sup>, BFA&#8482;, CPFA<sup>&#174;</sup>

JAMES C. KNAPP, AIF®, BFA™, CPFA®

I founded Knapp Family Wealth, LLC to help educate and empower investors to make intentional decisions that work towards their version of financial flexibility. 

Serving clients since 2002, they tell me they appreciate my proactive, high touch service and risk-aware investment approach.  They tell me Family-Focused Process helps them navigate their wealth, and the challenges that may come with it, as their lives unfold and needs evolve. 

I serve a diverse range of clients; from early-career specialized professionals through those in or nearing retirement.  Our clients have told us they enjoy our proactive, high touch service and risk-aware investment approach.

 Licenses & Designation to help you:

  • Series 7, 24, 31, 66 registered through LPL Financial
  • Life, Health and Variable Insurance registered through LPL Financial
  • Accredited Investment Fiduciary (AIF®)
  • Behavioral Financial Advisor (BFA)
  • Certified Plan Fiduciary Advisor (CPFA®)

I appreciate every client is unique and work to understand their meaning behind their wealth.

Schedule a Chat to begin your Knapp Family Wealth Experience. 

My wife Katie and I, our two sons & daughter reside in Prairie Village, KS.  I graduated from Rockhurst University with a Bachelor’s of Science and Business Administration in Finance and Economics.  I was born and raised in St. Louis, am a lifelong Cardinals baseball fan, enjoy attending my children's sporting event, and volunteering my time with various community and charitable organizations.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor.  Member FINRA/SIPC.

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