Kevin Tuuri (CRD# 7349645) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Hayden, ID and has 1 year of experience in the finance industry.
CRD# 2142868
Cetera Investment Advisers LLC
CRD# 6050669
Ae Wealth Management, LLC
CRD# 5055721
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Knights Of Columbus Asset Advisors LLC | New Haven, CT | Mar 2021 - Current | 3 |
| Knights Of Columbus | One Columbus Plaza, CT | Oct 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- ID
- NV
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Total Assets Under Management27,243MILLIONS
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Total Number of Accounts3,799ACCOUNTS
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Average Account Value$7,171,038
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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