Past Happenings

July 1, 2020  |  Decorah and West Union, IA:  Our new office hours are:

Decorah

• Monday        8:00 AM to 6:00 PM
• Tuesday       8:00 AM to 4:30 PM
• Wednesday  8:00 AM to 6:00 PM
• Thursday      8:00 AM to 4:30 PM
• Friday           8:00 AM to 3:00 PM
  

West Union

• Monday        8:00 AM to 6:00 PM
• Tuesday       8:00 AM to 6:00 PM
• Wednesday  8:00 AM to 6:00 PM
• Thursday      8:00 AM to 6:00 PM
• Friday           8:00 AM to 3:00 PM

June 23, 2020  |  Decorah, IA:  Chasity Griffith joins Knox Financial team as Client Service Representative.  Her experience with managing detailed and confidential information, as well as her proficiency in a broad scope of administrative functions make her a wonderful addition to our team.  Chasity will work from both our Decorah and West Union office locations.

May 26, 2020  |  Fort Washington, PA:   Lincoln Investment recognized Jason Knox as a member of their 2019 President’s Club.  Lincoln Investment recognizes Financial Advisors that maintain consistent dedication and achieve specific criterion helping clients achieve their financial goals.  Lincoln Investment is donating to select charities chosen by each qualifying Advisor.  Jason Knox requested Lincoln Investment donate to North Fayette Fine Arts Boosters.  

The President's Club award recognizes those Lincoln Investment financial advisors who have achieved the firm's first level of annual qualifying criteria based on overall production, new clients, advisory accounts and assets. Lincoln Investment honors them for their dedication to helping people retire well presenting them with this award.  Awards are not indicative of future performance. Working with an award winner is no guarantee of future financial success. Individuals should conduct their own evaluation

May 18, 2020  |  Madison, WI:  Tucker passed away peacefully after a brief illness.  Tucker was our canine Greeter and Chief Fun Officer (CFO) from 2009 to 2020.  Tucker assisted in the establishment of our Decorah and West Union office locations.  When Tucker visited our offices, he would greet our guests, guard the door, enjoy resting in the sun, and alert our team to anyone or anything that passed by.  He would also remind our team when it was time for ear scratches or a treat.  Dearly missed, always loved, forever in our hearts.  We love you, Tucker! 

April 14, 2020  |  Decorah, IA & West Union, IA: Knox Financial offers a secure tool to share your files and documents with our team.   Visit Knox Financial File Share to upload your files and documents directly to our Team.   

March 23, 2020  |  Decorah, IA:  Rachel Barta joins Knox Financial team as Administrator.  Her experience with managing confidential information and proficiency in a broad scope of administrative functions make her a wonderful addition to our team.  Rachel will work from our Decorah office location.

A native of northeast Iowa, Rachel enjoys being outdoors, amateur photography, and spending time with friends and family.  

March 4, 2020  |  Fort Washington, PA: Jason Knox visited Lincoln Investment's corporate office, meeting with members of Lincoln's Investment Management & Research, Advisor Consulting, Compliance, and Branch Service departments. 

January 17-19, 2020  |  Dubuque, IA: Knox Financial team members attended our 2019 Summit, "Look Forward to 2020!"  The annual conference is an opportunity to share best practices, receive training and implement processes to improve services for our clients.  This year's conference included training about the service enhancements we will offer clients in the coming year.

Bob Cogan's presentation, "The Firms Position for 2020" covered strategies and processes necessary to succeed in the new year and beyond.  Dr. David Gehling's "People, Priorities, Progress. The Pathway for 2020" showed how our individual actions may have meaningful impact to our clients.  G.W. Bond provided education on the new tax laws with "Taxes in 2020."  Jason Knox presented information about our firm's milestones in 2019, our strategies for 2020, including our preparations for coming FINRA regulation BI (best interest).  The weekend events also included team building activities.  

Thank you for all that attended.  We Look Forward to 2020!

January 09, 2020  |  West Union: Knox Financial team members will enjoy casual dress on Thursdays & Fridays.  Each team member is making a contribution to a local charity each month, with Knox Financial matching all team member contributions.  

With our casual dress on Thursdays and Fridays, please know we will continue to maintain our focus on client's needs.  When you are in the office, ask our team members about the charity we are donating to this month.   A little fun and helping those less fortunate than us - a winning combination.

December 20, 2019  |  West Union:  The Knox Financial Team enjoyed a holiday outing to celebrate a successful 2019.

All of us at Knox Financial wish you the most joyous Christmas and a prosperous 2020.  

December 12, 2019  |  West Union:  Thank you to all that attended our Look Forward! to 2020 Open House.  We wish all our clients a wonderful holiday season and successful 2020.

October 1st - 3rd, 2019  |  Philadelphia:  Jason Knox recently attended the 2019 Lincoln Investment Wealth Management Forum held in Philadelphia, PA. This annual event provides representatives with industry updates, inspirational keynote speakers, breakout sessions, and an opportunity for the attendees to network with their peers.  

This is Jason's 10th year attending Lincoln Investment's Wealth Management Forum.  Jason Knox commented: “With our ever-changing industry, our core mission - helping our clients achieve financial success-has not changed since I started in the business over 20 years ago.  The ways we analyze and present information, the services we provide and products we use continually evolve.  Lincoln Investment and Capital Analysts are great partners providing resources, technology, experience and compliance while our team assists our clients in pursuit of their financial goals.  I truly appreciate the Lincoln Investment Companies' commitment to provide resources while our firm  remains independent and focused on our clients’ needs.”

Lincoln Investment is celebrating their 50th anniversary.  Lincoln is a leading broker/dealer with over 1,100 financial advisors nationwide and serves the financial needs of over 364,000 clients representing $36 billion in assets. 

August 5th, 2019  |  Decorah, IA:  Steffani Otto was promoted to Branch Administrator.  With her new role, Steffani will expand her responsibilities with client financial transaction requests.  We appreciate Steffani's dedication to ensure clients are served timely.

July 25th, 2019  |  Decorah, IA:  Knox Financial hosted an open house during the Nordic Fest opening ceremonies.  https://nordicfest.com/  Thank you to all that attended, we enjoyed our visits with you.  

July 12th, 2019  |  Decorah, IA:  Knox Financial Advisors and team members  completed our summer Advisor Training Series.  In addition to our industry continuing education, our firm systematically hosts ongoing education seminars.  The summer session included 8 weekly two-hour sessions, where our team learned industry updates, best practices, and ways to better serve our clients.  At Knox Financial, we value education and appreciate our Advisors and team members commitment to ongoing learning.

July 6th, 2019  |  Arlington, IA: Team members from Knox Financial participated in the Arlington Days Parade and enjoyed catching up with our friends in the area.

July 4th, 2019  |  Aurora, IA: Knox Financial team members enjoyed participating in the parade and visiting with our friends in the area.

June 29th, 2019  |  Elgin, IA: Knox Financial team members participated in the Elgin Homecoming Parade.  After the parade, we enjoyed visiting with friends and local activities.  We look forward to the next parade in 2024.

June 1st, 2019  |  Decorah, IA: We are excited to begin communicating with clients via text message!  Our number for text (SMS) messages is 563-412-4770.  At Knox Financial, we wish to communicate with each client in the manner they prefer, be it in person, phone, email and now text! 

May 21-22, 2019  |  Decorah, IA: Melissa Taber, Compliance Advisor from Lincoln Investment, visited our office locations for our annual inspection.  This was an opportunity for advisors and staff to review our current procedures and operations, to help ensure compliance with industry regulations and firm policies.  

 April 29th - May 1st, 2019  |  Hollywood, FL:  Jason & Amber Know attended Lincoln Investment's President's Club.  The annual conference recognizes financial advisors that maintain consistent dedication and achieve specific criterion helping clients achieve their financial goals.  The event is an opportunity to receive training, learn and share best practices with valued colleagues.  

December 14th - 15th, 2018  |  La Crosse:  Knox Financial welcomed our team and guests to our Look Forward! to 2019 education and planning conference. 

Jason Knox presented a summary of our prior year, the state of Knox Financial, and the steps we will implement in 2019 to elevate our clients' experience.   

Dr. David Gehling presented a "A Check-Up From The Neck Up", where we learned how "being" instead of "doing" may lead to better personal and professional outcomes.

Gary Bond provided a summary of the many tax law changes.

The annual conference is an opportunity to share best practices, receive training and implement processes to improve services for our clients.  Thank you to our staff and guests for taking the time to attend.  We Look Forward! to 2019!

December 6th, 2018  |  Decorah:  Knox Financial welcomed clients and guests to our Look Forward to 2019! holiday open house.  Thank you to all that attended. 

Thank you to Tim Leonard, Sr. Advisor Consultant from Lincoln Investment, for assisting with our open house.   

All of us at Knox Financial wish everyone a happy holiday season and a wonderful new year! 

July 9th, 10th & 11th, 2018  |  Knox Financial welcomed Robert Cogan from Strategyb4tactics for Team education.   Mr. Cogan worked with our Team to utilize state of the art technology and processes that will enhance the services available to our clients.  We Look Forward! to implementing more innovative ways to communicate with and serve our Clients' needs.  

Mr. Cogan holds CLU and ChFC designations and started his career as a financial advisor, becoming an associate branch manager before advancing to Vice President of Marketing, then CEO and Vice Chairman of Capital Analysts Incorporated, an independent broker/dealer and Registered Investment Advisory firm. He served as chairman of the B/D division of the IAFP (the predecessor of the Financial Planning Association) and is a founding board member of the Financial Services Institute. He also served two terms on the NASD (predecessor of FINRA) insurance and independent distribution committee.  Mr. Cogan has more than four decades of experience in the financial services world. 

June 11^th, 2018  |  Steffani Otto joins our firm as Client Service Associate. Steffani assists clients and advisors with transactions, form management, plan preparation and other operations processes

May 22^nd, 2018  |  Riskalyze further equips our Advisors to help Clients determine the most suitable amount of risk for their investments.

Riskalyze uses a mathematically driven process, replacing subjective terms like “moderately conservative” or “moderately aggressive” used by the financial advice industry with the Risk Number^©.

Riskalyze is an enhancement to our existing mathematically driven Look Forward! planning process. Riskalyze assists our Advisors to better pinpoint our Client’s exact comfort zone for downside risk and potential upside gain, and more accurately align their investment portfolio to their desired risk level. If you are concerned about risk in your portfolio, contact us for your risk analysis.