John Knoll, Cfp®, Chfc, Ricp
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John Knoll, Cfp®, Chfc, Ricp Email & Phone Number

Financial Planner at Partners in Planning, LLCjohn.knoll@equitable.com at Equitable Advisors
Location: Marathon County, Wisconsin, United States 3 work roles 2 schools
1 work email found @equitable.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@equitable.com
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Current company
Equitable Advisors
Role
Financial Planner at Partners in Planning, LLCjohn.knoll@equitable.com
Location
Marathon County, Wisconsin, United States
Company size
3118 employees

Who is John Knoll, Cfp®, Chfc, Ricp? Overview

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Quick answer

John Knoll, Cfp®, Chfc, Ricp is listed as Financial Planner at Partners in Planning, LLCjohn.knoll@equitable.com at Equitable Advisors, a with 3118 employees, based in Marathon County, Wisconsin, United States. AeroLeads shows a work email signal at equitable.com and a matched LinkedIn profile for John Knoll, Cfp®, Chfc, Ricp.

John Knoll, Cfp®, Chfc, Ricp previously worked as Financial Planner at Equitable Advisors and Credit Analyst at River Valley Bank. John Knoll, Cfp®, Chfc, Ricp holds Bachelor Of Science (Bs) In Business Administration, Information Technology & Marketing from Marquette University.

Company email context

Email format at Equitable Advisors

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*@equitable.com
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AeroLeads found 1 current-domain work email signal for John Knoll, Cfp®, Chfc, Ricp. Compare company email patterns before reaching out.

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Profile bio

About John Knoll, Cfp®, Chfc, Ricp

I joined Partners in Planning, LLC in March 2016 with previous experience in the banking and golfing industries. As a financial consultant, I provide risk management, retirement planning, financial planning, and wealth preservation strategies to individuals and businesses through a broad range of financial products and services. I am committed to building long-lasting relationships with my 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.I attended Marquette University, graduating in 2010 with Bachelor’s degrees in Business Administration - Information Technology and Marketing. I am proud to be a Class A PGA Golf Professional member of the PGA of America. I continually strive to better my community by actively participating in local committees and volunteering at events.

Listed skills include Financial Services, Insurance Strategies, Business Succession Strategies, Risk Management, and 21 others.

Current workplace

John Knoll, Cfp®, Chfc, Ricp's current company

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Equitable Advisors
Equitable Advisors
Financial Planner at Partners in Planning, LLCjohn.knoll@equitable.com
Website
equitable.com
Employees
3118
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Company profile
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3 roles

John Knoll, Cfp®, Chfc, Ricp work experience

A career timeline built from the work history available for this profile.

Financial Planner

Current
Equitable Advisors

Wausau, Wi

Partners in Planning, LLC is a professional organization that partners with you and your other trusted professionals to help you meet your personal and small business financial goals.Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Partners in Planning, LLC, is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. CA Insurance License #0M85879.

Mar 2016 - Present

1St Assistant Golf Professional

Sentryworld Golf Course
Apr 2010 - Feb 2013
Team & coworkers

Colleagues at Equitable Advisors

Other employees you can reach at equitable.com. View company contacts for 3118 employees →

RV Ricardo Velez Ricardo Velez Colleague at Equitable AdvisorsNew York, United States View → AL Alec Lawson Alec Lawson Colleague at Equitable AdvisorsCharlotte, North Carolina, United States View → JH Jacob Harrie Jacob Harrie Colleague at Equitable AdvisorsGrand Rapids, Michigan, United States View → TZ Tom Zupancic Tom Zupancic Colleague at Equitable AdvisorsWoodbridge, New Jersey, United States View → RB Robin Butler Robin Butler Colleague at Equitable AdvisorsBuffalo, New York, United States View → JK Joel Kapelson Joel Kapelson Colleague at Equitable AdvisorsWellesley Hills, Massachusetts, United States View → AJ Audrey Jones Audrey Jones Colleague at Equitable AdvisorsNorth Easton, Massachusetts, United States View → KS Katherine Savoy Katherine Savoy Colleague at Equitable AdvisorsCanastota, New York, United States View → JG Jim Gibbs Jim Gibbs Colleague at Equitable AdvisorsSpringfield, Illinois, United States View → LS Lou Sardo Lou Sardo Colleague at Equitable AdvisorsBuffalo-Niagara Falls Area, United States View →
2 education records

John Knoll, Cfp®, Chfc, Ricp education

Bachelor Of Science (Bs) In Business Administration, Information Technology & Marketing

Marquette University

Activities and Societies: Studied and visited Information Technology firms in India.

Education record

Wba Commercial Lending School
FAQ

Frequently asked questions about John Knoll, Cfp®, Chfc, Ricp

Quick answers generated from the profile data available on this page.

What company does John Knoll, Cfp®, Chfc, Ricp work for?

John Knoll, Cfp®, Chfc, Ricp works for Equitable Advisors.

What is John Knoll, Cfp®, Chfc, Ricp's role at Equitable Advisors?

John Knoll, Cfp®, Chfc, Ricp is listed as Financial Planner at Partners in Planning, LLCjohn.knoll@equitable.com at Equitable Advisors.

What is John Knoll, Cfp®, Chfc, Ricp's email address?

AeroLeads has found 1 work email signal at @equitable.com for John Knoll, Cfp®, Chfc, Ricp at Equitable Advisors.

Where is John Knoll, Cfp®, Chfc, Ricp based?

John Knoll, Cfp®, Chfc, Ricp is based in Marathon County, Wisconsin, United States while working with Equitable Advisors.

What companies has John Knoll, Cfp®, Chfc, Ricp worked for?

John Knoll, Cfp®, Chfc, Ricp has worked for Equitable Advisors, River Valley Bank, and Sentryworld Golf Course.

Who are John Knoll, Cfp®, Chfc, Ricp's colleagues at Equitable Advisors?

John Knoll, Cfp®, Chfc, Ricp's colleagues at Equitable Advisors include Ricardo Velez, Alec Lawson, Jacob Harrie, Tom Zupancic, and Robin Butler.

How can I contact John Knoll, Cfp®, Chfc, Ricp?

You can use AeroLeads to view verified contact signals for John Knoll, Cfp®, Chfc, Ricp at Equitable Advisors, including work email, phone, and LinkedIn data when available.

What schools did John Knoll, Cfp®, Chfc, Ricp attend?

John Knoll, Cfp®, Chfc, Ricp holds Bachelor Of Science (Bs) In Business Administration, Information Technology & Marketing from Marquette University.

What skills is John Knoll, Cfp®, Chfc, Ricp known for?

John Knoll, Cfp®, Chfc, Ricp is listed with skills including Financial Services, Insurance Strategies, Business Succession Strategies, Risk Management, Wealth Preservation Strategies, Retirement Strategies, Golf Instruction, and Sports Management.

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