Unclaimed
Anthony Swanson is an investment advisor representative with Knights Of Columbus Asset Advisors LLC. Anthony is registered with the state of Nebraska. Anthony has been in the financial services industry since July 2000. Anthony holds the Series 65 license and has been with Knights Of Columbus Asset Advisors since March 2021. Anthony specializes in providing financial services to individuals, businesses, corporations, pooled investment vehicles, insurance companies, and investment companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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NE
12/08/2021 - Present
Knights OF Columbus Asset Advisors LLC (Hastings NE)
IA
Issued 11/30/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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