Patrick McKnight

Patrick McKnight

Portfolio Manager-Equities at Creative Planning LLC

Finance
Consumer Services

Profile

Mr. Patrick C.
McKnight is a Wealth Manager & Partner at Creative Planning LLC.
He works directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
He brings to his clients more than 8 years of experience in the wealth management industry.
Prior to joining Creative Planning, he worked for a Registered Investment Advisory firm as a Portfolio Manager where he was responsible for having robust knowledge of his clients’ circumstances and providing them with comprehensive wealth management.
He earned a Bachelor of Science degree in Business Administration from Beloit College.
Patrick is also a Certified Financial Planner professional as designated by the Certified Financial Planner Board of Standards.

Patrick McKnight active positions

CompaniesPositionStart
Portfolio Manager-Equities 30/11/2021
All active positions of Patrick McKnight

Former positions of Patrick McKnight

CompaniesPositionEnd
Portfolio Manager-Equities -
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Training of Patrick McKnight

Beloit College Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

72

1st degree connections

3

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies2

Finance

Finance

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