Dustin
Dean

Knights Of Columbus Asset Advisors LLC

CRD#7355927
Investment Advisor
in Lafayette, LA

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About this Advisor

Dustin Dean is a financial advisor working out of Lafayette, Louisiana with a total of 2 years of industry experience. Dean is currently employed by Knights Of Columbus Asset Advisors LLC. During their career, Dean has held roles at Knights Of Columbus Insurance, Seal Tex, Inc and Knights Of Columbus Asset Advisors LLC. Dean has a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Louisiana. Knights Of Columbus Asset Advisors LLC is a financial advisory company based out of New Haven, CT. It has a total of 189 advisors. It handles $26 billion in total assets among its 2,359 customer accounts, making it one of the largest firms in the country by assets under management. The firm serves nine charitable organizations. The company performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services typically vary depending on the financial services provided. However, fees billed by Knights Of Columbus Asset Advisors LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

2006 W Pinhook Rd.
Lafayette, LA 70508

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Knights Of Columbus Asset Advisors LLC Brokerage Details

Total Assets Under Management

$25,777,552,717

LA Average: $5,297,377,271
Total Number of Employees

189

LA Average: 35
Total Number of Accounts

2,359

LA Average: 690
Average Account Size

$10,927,322

LA Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Dustin Dean Work History

Dustin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Knights Of Columbus Asset Advisors LLC

2018 - Present (6 years)

Knights Of Columbus Insurance

2014 - 2017 (3 years)

Knights Of Columbus Insurance

2011 - 2014 (3 years)

Seal Tex, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Dustin Dean to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Knights Of Columbus Asset Advisors LLC

Chad Muhlenkamp
New Haven, CT
Ronald Henry
New Haven, CT
Gabriel Jones
New Haven, CT
Thomas Varkados
Crystal Lake, IL
Paul Mcmahon
New Haven, CT
Wesley Casaus
Anthem, AZ
Lance Dufour
Locust Grove, OK
Adam Tumminelli
Virginia Beach, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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