Karin D. Knoop is a Financial Advisor at Waddell & Reed, Inc. She holds degrees in business management and securities licenses. Her passion is helping clients achieve their financial goals through comprehensive financial planning. This includes identifying objectives, analyzing situations, implementing strategies, and monitoring progress. She believes in financial education for people of all backgrounds and offers community workshops on topics like money management, saving, investing, and more. Her goal is to help clients achieve financial security through Waddell & Reed's planning process.

1. Karin D. Knoop
Financial Advisor
695 Town Center Dr., Suite 200
Biography Costa Mesa CA 92626
Ph 714-437-7510 Ext. 121
Karin D. Knoop, Financial Advisor Fax 714-437-7515
Karin D. Knoop is a Financial Advisor associated with Waddell & Reed, Inc. She holds a Bachelor of Business
Management degree from the University of Phoenix as well as the Series 7 and 66 securities licenses, and the
California State Insurance License. Her passion is helping individuals and families to take control of their finances
and work to achieve their financial goals. Using a proven, holistic approach to financial planning, Karin supportively
walks her clients through the process of identifying and prioritizing objectives, analyzing current financial situations,
identifying and implementing appropriate strategies and continually monitoring progress to the completion of each
goal. Karin firmly believes in the importance of financial education for every person, young or old, wealthy or poor.
For this reason, community outreach in financial education has become a cornerstone to her practice. She seeks to
raise awareness about important financial concepts such as personal money management, saving and investing for
retirement, appropriate portfolio design, estate planning, education funding, and risk management. Her goal is to
help each individual achieve their personal definition of financial security and success.
Mission Statement
“To provide exceptional financial education and advice using the Waddell & Reed comprehensive financial planning process –
emphasizing a commitment to seeing my clients through completion of the financial goals which are most important to them.”
Areas of Specialization
Investment Strategies Retirement Planning Mutual Fund Investments
Qualified Retirement Plans Portfolio Allocation Strategies Risk Management Strategies
Tax Planning Insurance Planning Education Funding
Insurance Strategies Estate Planning Financial Planning
CA Insurance License # 0E35748
www.kdknoop.wrfa.com Email: kdknoop@wradvisors.com
Securities and Investment Advisory Services are offered through Waddell & Reed, Inc. a Broker/Dealer, Member FINRA/SIPC and Federally
Registered Investment Advisor Insurance products are offered through insurance companies with which Waddell & Reed has sales arrangements.
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2. Regardless of your stage in life, your income or your goals, you need a plan to help you accurately
manage your finances. Short-term goals, long-term aspirations, daily expenses and insurance all come
into play. How do you get it all under control? At Waddell & Reed, we specialize in investments,
insurance and comprehensive financial planning. Whether you have one simple need or would like an
overall evaluation, we can help. Call me today to discuss the products and services that may be
appropriate for you, and we can start down the path to financial success.
Karin D. Knoop Investments Insurance*
Financial Advisor • Mutual Funds • Annuities – Immediate, Fixed and
695 TOWN CENTER DR • 529 College Savings Plans Variable
SUITE 200 • Coverdell Education Savings Accounts • Life Insurance – Fixed and Variable
COSTA MESA, CA 92626 • Variable Annuities • Long Term Care and Medicare
Supplement
Office: (714) 437-7510 ext
Financial Planning Services • Disability, HSAs, Health and Dental
121
• Financial Profile Plans
Cell: (818) 355-0654
• Financial Independence (Retirement) • Individual, Business and Group
kdknoop@wradvisors.com Products
CA Insurance Lic. # 0E35748 • Survivor Income Needs
• Education Funding
• Estate Review Individual and Business
• Asset Allocation Retirement Plans
• Income Tax • Traditional and Roth IRA
• Goal Funding • IRA Rollover
• Disability Income • 401 (k) Plans
• Long-Term Care • 457 Plans
• Investment Planning Services • 403(b)/TSA Plans
• Estate Planning Strategies • Exclusive(k)® Plans
• Wealth Forecasting Strategies • Keogh Plans
• Business Planning Strategies • Money Purchase Plans
• Profit Sharing Plans
Fee-Based Asset Allocation • Payroll Deduction IRA Plans
Programs • SEP Salary Deferral Options (SARSEP)
• Managed Allocation Portfolios • SIMPLE IRA
(MAP, MAPPlus) • SEP (Simplified Employee Pension
Plans)
I also offer seminars and workshops on many of the services listed above. • Defined Benefit Plans
*Insurance products are offered through insurance companies with which Waddell & Reed has sales arrangements • Government Employees Plans

3. Financial Education Workshops
Waddell & Reed offers seminars on many subjects, including: Karin D. Knoop
Financial Advisor