Raymond James welcomes Ohio financial advisor with $150 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Seth Knudsen, CFP®, AAMSTM, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to David Sisemore, Midwest division director for RJFS.
Knudsen Wealth Planning is based in Loveland, Ohio, where Knudsen is joined by client service associates Kristine Chadwick and Jessica Burkhart. The practice provides in-depth financial analysis and planning to a range of clients, including business owners, healthcare professionals, retirees, women investors and families. They arrive from Edward Jones where they managed approximately $150 million in client assets.
“I was drawn to Raymond James for its high-quality financial planning tools, technology and research while having supported independence. Now, with full access to those resources, I know it was the right decision for my business,” said Knudsen. “Looking ahead, I’m eager to continue to grow and develop to my full potential to better help my staff and clients achieve their long-term goals.”
Knudsen has helped clients plan for their financial goals since launching his career at Edward Jones in 2007. A graduate of North Dakota State University, he is committed to continuous education as a CERTIFIED FINANCIAL PLANNERTM professional and an Accredited Asset Management SpecialistSM.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.25 trillion as of Apr. 30, 2023. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Knudsen Wealth Planning is not a registered broker dealer and is independent of Raymond James Financial Services.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP®, (with plaque design) and CFP® (with flame design) in the U.S. which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.