Joseph Knebel has been an investment adviser representative at Twin Peaks Wealth Advisors since September 2026, and is not listed among the firm’s executive officers or direct owners.
Twin Peaks Wealth Advisors, LLC is a firm with $585M under management, 431 clients and 9 advisers across 4 offices, as of its September 2026 filing.
Joseph Knebel’s longest registration was 11 years at Fisher Investments (2010–2021). Before joining Twin Peaks Wealth Advisors in 2026, Joseph Knebel was registered through Morgan Stanley and Fisher Investments.
- Twin Peaks Wealth AdvisorsCurrent– present · under a yearSan Francisco, CA · Adviser representative · Firm CRD 323817
- Morgan Stanley– · 4 yearsSan Francisco, CA · Adviser representative · Firm CRD 149777
- Fisher Investments– · 11 yearsSan Mateo, CA · Adviser representative · Firm CRD 107342
Investment adviser representative registrations
Joseph Knebel is registered as an investment adviser representative in 2 states. Each was approved in September 2026.
- CaliforniaSince 15 September 2026
- TexasSince 11 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 3 February 2023 |
| Series 7TO | General Securities Representative Examination | 9 December 2022 |
| SIE | Securities Industry Essentials Examination | 29 May 2022 |
| Series 65 | Uniform Investment Adviser Law Examination | 24 May 2010 |
| Series 66 | Uniform Combined State Law Examination | 16 May 2009 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Joseph A Knebel
- CRD
- 5785779
- Firm
- Twin Peaks Wealth Advisors · CRD 323817
- Office
- San Francisco, CA
- Registration
- Investment adviser registration
- In the industry since
- September 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Joseph Knebel work?
Joseph Knebel is an investment adviser representative registered through Twin Peaks Wealth Advisors, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Knebel a financial advisor?
Yes. Joseph Knebel has a current investment-adviser registration in California and Texas, through Twin Peaks Wealth Advisors since September 2026.
How many years of experience does Joseph Knebel have?
Joseph Knebel has 16 years in the financial industry, since September 2010, across 3 adviser firms.
What exams has Joseph Knebel passed?
Joseph Knebel has passed 5 licensing exams: the Series 66, Series 65, SIE, Series 7TO and Series 63. The earliest, the Series 66, was passed in May 2009.
Where did Joseph Knebel work before Twin Peaks Wealth Advisors?
Before Twin Peaks Wealth Advisors, Joseph Knebel was registered through Morgan Stanley, October 2021 to August 2026; Fisher Investments, May 2010 to July 2021.
Where is Joseph Knebel based?
Joseph Knebel’s registered office is in San Francisco, CA.
Is Joseph Knebel registered with FINRA?
No. Joseph Knebel has no current broker registration.
How can I verify Joseph Knebel’s record?
Search CRD 5785779 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Knebel’s full registration record.