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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Joseph Lawandus is an Investment Advisor Representative at Knights of Columbus Asset Advisors LLC. Brian has been in the financial industry for over 14 years and is registered in Florida and Pennsylvania. Brian has a Series 65 license and is also a licensed insurance agent for Knights of Columbus. Brian's primary focus is on providing investment advice to individuals, families, and small businesses. He also offers a variety of other services, including retirement planning, college savings planning, and estate planning. Brian is committed to helping clients achieve their financial goals.
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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CT
08/14/2024 - Present
Knights OF Columbus Asset Advisors LLC (NEW HAVEN CT)
IA
Issued 06/18/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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