Stephen
Regan
Knights Of Columbus Asset Advisors LLC
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About this Advisor
Stephen Regan is a financial advisor based in Lebanon, Tennessee, working with Knights Of Columbus Asset Advisors LLC. Stephen has previously held positions at Knights Of Columbus, National Life Group, and Knights Of Columbus Asset Advisors LLC. Stephen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kentucky and Tennessee. Currently, Stephen is part of Knights Of Columbus Asset Advisors LLC, which operates out of Lebanon, Tennessee. The firm has 1 office and 225 employees. The firm manages assets totaling $27.2 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include 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. The fee structure at Knights Of Columbus Asset Advisors LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Knights Of Columbus Asset Advisors LLC Brokerage Details
$27,242,773,364
225
3,799
$7,171,038
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
Stephen Regan Work History
Knights Of Columbus Asset Advisors LLC
Knights Of Columbus
National Life Group
Knights Of Columbus
Disclosures
Please visit the SEC profile of Stephen Regan 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
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