AW
AW

Andrew Weiss

3 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
191 advisors
Number of Clients
4,361 clients
Average Client Portfolio
$6.4M average
Assets Under Management
$28.0B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
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Location

1400 E. Angela Blvd., Suite 250, South Bend, IN, 46617

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Andrew is an insurance agent at Knights of Columbus Insurance, providing life insurance, long-term care insurance, disability income insurance, and retirement annuity advice to Catholics, dedicating nearly full-time hours to this role. He also works as an assistant cheerleading coach at the University of Notre Dame, spending about 10-20% of his time on this activity between August and April.

Employment History
Current Registrations
Knights of Columbus Asset Advisors LLC
August 2022 - Present · 3 yrs 6 mos
State Registrations3 states
ILINMI
Advisor
Exams
No exam information available for this advisor.
Andrew Weiss - Financial Advisor | TrueAdvisor