John Knoll, CFP®, ChFC, RICP

John Knoll, CFP®, ChFC, RICP

CERTIFIED FINANCIAL PLANNER™ Professional

John Knoll joined Equitable Advisors and Partners in Planning, LLC in March 2016 with previous experience in the banking and golfing industry.  As a financial planner, he provides risk management, retirement planning, and wealth preservation strategies to individuals and businesses through over 100 different companies.

John is committed to building long-lasting relationships with his clients by working with them to identify their needs, timelines, resources, and objectives in order to formulate customized strategies in the areas of protecting and distributing wealth. 

John attended Marquette University in Milwaukee, Wisconsin, where he graduated with honors in 2010 with a Bachelor’s degree in Business Administration, with a double major in Information Technology and Marketing.  He played on the baseball team at Marquette; and also had the opportunity to travel to India to visit various IT firms within the country. 

John joined the membership ranks of the Professional Golfers Association (PGA) of America in 2013, and continues to maintain membership with the organization.  He mirrors his golf instruction techniques by orchestrating long-term development and implementation of goals set forth by his clients.  Working together as a unified team, he and his clients achieve success by identifying focus areas and concentrating to refine and optimize them.

John also spent time in the banking world, honing his skills and knowledge of the financial industry before joining Partners in Planning, LLC, which conducts Equitable Advisors and Equitable Network’s business. He holds professional designations from the American College including: Chartered Financial Consultant (ChFC) and Retirement Income Certified Professional (RICP). He also earned a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) designation. He also holds FINRA Registrations Series 7, 24, 63 and 65, as well as Wisconsin Life and Health licenses.  

John lives in Wausau with Jackie – his wife, and children, and remains active within the community through several volunteer and non-profit initiatives.

CFP®, CERTIFIED FINANCIAL PLANNER™ Professional, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

California Insurance License #: 0M85879


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Partners in Planning, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 715-845-3196
Fax 715-848-6067
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