Unclaimed
Ian Johnstone is an investment advisor representative at Knights Of Columbus Asset Advisors LLC. Ian Johnstone has been in the industry since January 2015. Ian Johnstone is registered with the state of Nebraska as an Investment Advisor Representative. Ian Johnstone has passed the Uniform Investment Adviser Law Examination. Knights Of Columbus Asset Advisors LLC is a registered investment advisor with the Securities and Exchange Commission. The firm has offices in New Haven, Connecticut and Lincoln, Nebraska. The firm provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. Ian Johnstone also works as a Knights of Columbus Insurance Field Agent.
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
07/12/2021 - Present
Knights OF Columbus Asset Advisors LLC (Lincoln NE)
IA
Issued 07/10/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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