John Knoll

John Knoll

CERTIFIED FINANCIAL PLANNER™ Professional, CFP®, ChFC, RICP

John Knoll joined Equitable Advisors and Partners in Planning, LLC in March 2016 with previous experience in the banking and golfing industry.  As a comprehensive financial planner, he provides risk management, retirement planning, and wealth preservation strategies to both individuals and businesses. John is committed to building long-lasting relationships with his clients by working with them to identify their needs, timelines, resources, and objectives to formulate customized strategies in the areas of accumulation, protecting, and distributing wealth.

John joined the membership ranks of the Professional Golfers Association (PGA) of America in 2013, continues to maintain membership with the organization, and still provides golf instruction lessons.  Building on his golf instruction techniques, he recognizes there is no one correct way to solve all problems, both in golf and financial planning.  Working together as a unified team to first develop appropriate goals and needs, he and his clients then achieve success by maintaining discipline to the plan laid out. John also spent time in the banking world, building his skills and knowledge of the financial and business industries.

John holds advanced professional designations from The American College including: Chartered Financial Consultant (ChFC) and Retirement Income Certified Professional (RICP). He also earned the CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) designation. He also holds FINRA Registrations Series 7, 63, and 65, as well as Life and Health Insurance licenses.  John earned his Bachelor’s degree in Business Administration, with a double major in Information Technology and Marketing from Marquette University, Milwaukee in 2010.

John lives in Wausau with his wife Jackie, and is kept on his toes with their three daughters Hayley, Evelyn, and Lexi. He remains active within the community through several volunteer and non-profit initiatives, as well as board positions.

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 (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). 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, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. 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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