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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Kwapiszeski is an investment advisor representative with Knights of Columbus Asset Advisors LLC. Gary is registered with the state of Arizona and has been in the industry since February of 2021. Gary has a Series 65 license, the Uniform Investment Adviser Law Examination. Gary is also a field agent for Knights of Columbus Insurance. The firm provides advisory services such as portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. In addition, the firm offers pension consulting and selection of other advisers.
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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AZ
05/30/2024 - Present
Knights OF Columbus Asset Advisors LLC (Phoenix AZ)
IA
Issued 06/21/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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