Advisor

brad.knowles@alliant.com
M: (405) 826-0095
T: (405) 607-7389

Brad founded his own firm, RBK Capital, in 2008 to provide customized retirement plan guidance and consulting to enable clients to deliver a dignified retirement to their employees.  Brad decided transparency and honesty would be the foundation of the practice.  Therefore, our goal is to eliminate any revenue sharing (12b-1 fees) and we do not offer any proprietary investment products or custodial services to clients.

Overall experience with employer-sponsored retirement plans – 21 years of retirement plan and investment consulting experience.  100% of clients are retirement plans.

Education, honors, designations, and other credentials: Masters in Business Administration from University of Oklahoma, Chartered Behavioral Financial Analyst, CBFA – Certification in behavior finance – 2013.  American College of Financial Services – Certification in financial wellness – 2020, Series 66