Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Soukup is an investment advisor representative at Knights Of Columbus Asset Advisors LLC. David has been in the financial services industry since 2003. David is registered in Kansas and Missouri. David is a Series 65 licensed individual. David specializes in providing financial and investment advice to individuals, pooled investment vehicles, pension plans, and corporations. David is also a field agent selling insurance for Knights of Columbus Insurance.
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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KS
09/01/2021 - Present
Knights OF Columbus Asset Advisors LLC (Leavenworth KS)
IA
Issued 09/01/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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