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John D. Welker

Knights OF Columbus Asset Advisors LLC

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About John D. Welker

John D. Welker is an investment advisor representative with Knights of Columbus Asset Advisors LLC, headquartered in New Haven, CT. John has been in the financial industry for over 15 years, starting his career at MetLife Securities Inc. in Oklahoma City, OK. John is licensed in Colorado, Kansas, Oklahoma, Oregon, and Washington. John is a Series 6, 63, and 65 licensed investment advisor representative. In addition to his work at Knights of Columbus Asset Advisors LLC, John is also a partner in TANDA Properties LLC, an investment real estate firm. John is committed to providing his clients with the best possible service and investment advice.

Firm Information

John Welker is currently registered with Knights OF Columbus Asset Advisors LLC. Knights OF Columbus Asset Advisors LLC is an investment advisory firm located in NEW HAVEN, CT. They offer portfolio management services to individuals, investment companies, pooled investment vehicles, and businesses. The firm also provides pension consulting and selection of other advisers services. They manage a total of $27.24 billion in assets for 3,799 clients. They are registered with the SEC and have a SEC number of 801-80844.
Knights OF Columbus Asset Advisors LLC

ONE COLUMBUS PLAZA

NEW HAVEN, CT 06510

$27.24B

Assets Under Management

Not reported

Total Clients

197

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Welker’s Registration & Firm History

OK

12/01/2021 - Present

Knights OF Columbus Asset Advisors LLC (Edmond OK)

OK

05/23/2008 - 01/21/2010

METLIFE SECURITIES INC. (OKLAHOMA CITY OK)

OK

11/13/2006 - 05/20/2008

SYNERGY INVESTMENT GROUP, LLC (OKLAHOMA CITY OK)

OK

11/13/2006 - 11/16/2006

MML INVESTORS SERVICES, INC. (OKLAHOMA CITY OK)

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Licenses & Designations

IA

Issued 03/08/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/06/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/10/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John D. Welker.
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