Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Frank Lodato is an investment advisor representative at Knights Of Columbus Asset Advisors LLC. Michael is registered with the state of Colorado and Wyoming and has been working in the financial industry since June 2007. Michael has a Series 65 license and specializes in providing financial and investment advisory services to individuals, businesses, and investment companies. In addition to providing financial services, Michael also works for Knights of Columbus as a life insurance 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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CO
08/07/2024 - Present
Knights OF Columbus Asset Advisors LLC (Windsor CO)
IA
Issued 08/07/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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