Nick Knapp, CFF
Peoria, IL
Investment Advisor Representative - Senior Partner
Professional Experience
Nick is an original Founding Partner of Legacy Investment Services Inc., a financial resource center which serves as a retirement planning and investment management company for individuals across the country.
As an investment adviser representative, Nick provides financial planning strategies for clients who seek a personalized and independent approach to investing for retirement, education, income, wealth transfer, and/or capital management purposes. He is a proud Certified Financial Fiduciary, bound to provide recommendations that are in the best interests of his clients, and he also holds the prestigious Dave Ramsey Certification of “Master Trained Financial Coach.”
Nick is a Crystal Level Investment Producer - the highest production level recognized by Woodbury Financial Services, Inc., which is one of the nation's largest broker/dealers who serve as the behind-the-scenes ethics, compliance and supervision team that works to protect the advisers and clients of Legacy Investment Services Inc.
Personal Background
Nick was born in Central Illinois and has called the Peoria area “home” for his entire life. He is a proud graduate of the Peoria Public School District #150 schools and has taught his own financial education and literacy classes through Bradley University with the Institute for Learning in Retirement. He is also active with and donates much of his time to serving on the boards and committees of several local charitable organizations.
Education and Credentials
- Undergraduate Studies - Northwestern University
- Bachelor's Degree - Ashland University, Ashland, OH
- Master's 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
- CERTIFIED FINANCIAL FIDUCIARY
- Dave Ramsey Certified Master Trained Financial Coach
*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.