Who Are We?
Who is KNN Wealth Managment Group?
Chris Nielsen and Christopher Newey combine over 37 years of wealth management experience. Lisa Evans and Angie Kropf combine over 39 years of client support experience. In this world of complex investment planning issues and an ever-changing world economy, a team approach offers a much deeper understanding of how to prepare and mitigate risk to our clients' wealth.
Chris Nielsen
First Vice President/Investments, Branch Manager
nielsenc@stifel.com
Education
- Bachelor of Science, Management, University of Phoenix
Licenses and Certifications
- Series 7, General Securities Representative
- Series 65, Investment Advisor Representative
- Series 9 and 10 General Securities Sales Supervisor
- Life, Health, and Variable Insurance License, California Insurance License #0B90094
Experience
Chris has more than 24 years of investment industry experience and joined Stifel in 2007. Prior to becoming a financial advisor, he owned his own business and served in the United States Air Force.
Philosophy
Chris utilizes his education and experience to provide his clients with objective guidance tailored to their specific needs. He is committed to establishing long-term relationships and helping build wealth for his clients and their families.
Christopher Newey, CFP®, CRPCTM
Vice President/Investments
neweyc@stifel.com
Education
- Bachelor of Science, Business Administration with an emphasis in Finance, California State University, Sacramento
Licenses and Certifications
- Series 6, Investment Company and Variable Contracts Products Representative
- Series 7, General Securities Representative
- Series 63 and 66, Investment Advisor Representative
- Life, Health, and Variable Insurance License, California Insurance License #0F90138
- CERTIFIED FINANCIAL PLANNER™ Professional Certification
Experience
Christopher has more than 13 years of investment industry experience and joined Stifel in 2010.
Philosophy
Christopher's goal is to educate his clients and provide them with suitable investment strategies to enable them to make informed decisions that may positively impact their financial lives. He provides them with the investment experience and knowledge so that they can be confident in their decisions and spend more time doing the things they love.
Herb Keyser, CFP®
Senior Vice President/Investments
keyserh@stifel.com
Education
- Bachelor of Science, Business Administration, California State University, Sacramento
Licenses and Certifications
- Series 7, General Securities Representative
- Series 65, Investment Advisor Representative
- Life, Health, and Variable Insurance License, California Insurance License #0A70468
- CERTIFIED FINANCIAL PLANNER™ Professional Certification
Experience
Herb has more than 34 years of investment industry experience and joined Stifel in 2007. Prior to becoming a financial advisor, he worked as a business banking officer.
Philosophy
Herb provides individualized, independent, and proactive wealth management services. He serves his clients thoroughly, getting to know their values, interests, hobbies, and passions. Herb is committed to developing long-term relationships with his clients and their families.
Angie Kropf
Registered Operations Coordinator
kropfa@stifel.com
Experience
Angie began her career in the investment industry when she joined Stifel in 2007.
Lisa Evans
Senior Registered Client Service Associate
evansla@stifel.com
Licenses and Certifications
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
Experience
Lisa has more than 26 years of investment industry experience and joined Stifel in 2007.