Unclaimed
Ryan Lister is an Investment Advisor Representative with Knights of Columbus Asset Advisors LLC. Ryan is registered in Missouri and Illinois as an Investment Advisor Representative. Ryan has passed the Uniform Investment Adviser Law Examination. Ryan has been working with the Knights of Columbus Insurance as an agent since July of 2012. In addition to working with the Knights of Columbus Asset Advisors LLC, Ryan works with Knights of Columbus Insurance, a fraternal benefit society insurance company, where they work between approximately 200 hours a month. Ryan also manages the area servicing approximately 14,000 Knights of Columbus families in Eastern Missouri.
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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MO
09/13/2021 - Present
Knights OF Columbus Asset Advisors LLC (St. Charles MO)
IA
Issued 09/13/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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