Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Muhlenkamp is a Registered Investment Advisor Representative at Knights of Columbus Asset Advisors LLC and is currently registered with the state of Ohio. Chad is a Series 65 licensed holder. Chad has been in the financial services industry since 2016, and is currently registered with Knights of Columbus Asset Advisors LLC since 2021. Chad is also a licensed insurance agent for Knights of Columbus Insurance. Knights of Columbus Asset Advisors LLC is a Registered Investment Advisor that manages over $27 billion in assets for individual, business and institutional clients. The firm offers a variety of investment advisory services, including portfolio management, financial planning, and retirement planning.
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
06/29/2021 - Present
Knights OF Columbus Asset Advisors LLC (NEW HAVEN CT)
IA
Issued 06/25/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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