CONNECT

Address:


430 N. Main Street

East Peoria
, IL 61611

Phone:

Toll Free: (800) 665-7920

Fax/Other:

(309) 699-8889

Nick Knapp

BOARD OF DIRECTORS

Financial Advisor

Legacy Investment Services, Inc.

 
 
 
 
 
 
 
Professional Experience
 
    Nick is a Senior Founding Partner of Legacy Investment Services Inc., a financial resource center, and offers portfolio management for individuals throughout the country as an Investment Adviser Representative of Woodbury Financial Services, Inc.
     Nick strives to provide non-fee based financial planning solutions for clients who seek a balanced and diversified approach to investing for retirement, education, income, wealth transfer, or capital management purposes. He has been overseeing Legacy Investment Services, Inc.'s Teacher Division, Software Development, Personnel Training, and Peoria Branch Management for the last 10 years.
    Nick has lived in central Illinois for 37 years and has been with Legacy for the last 13. He is a proud graduate of Peoria District #150 schools. Nick also teaches financial education classes through Bradley University with the Institute for Learning in Retirement as well as being active with, and serving on the boards of many local charitable organizations.
     Nick is a Crystal Level Producer for Woodbury Financial Services, one of the nation's largest broker/dealers. He is also a member of Woodbury's Eagle Circle*.
Education and Credentials
  • Undergraduate Studies ~ Northwestern University
  • Bachelors Degree ~ Ashland University, Ashland, OH.
  • Masters Degree ~ Ashland University, Ashland, OH
  • Investment Adviser Representative with Woodbury Financial Services, Inc, Independent Broker/Dealer and Member FINRA and SIPC, Series 6, 63, 65, & 7
  • Licensed Insurance Producer
Securities & Investment Advisory Services offered through Woodbury Financial Services Inc. Registered Investment Advisor & Member FINRA, SIPC Legacy Investment Services and Woodbury Financial Services Inc. are not affiliated entities.
*The Eagle Circle award is based upon sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor's clients or former clients.
Phone Toll Free: (800) 665-7920 or Phone: (309) 699-8888
Fax Fax: (309) 699-8889
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck