Adam Bruna (CRD# 7410127) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in Belleville, KS and has over 2 years of experience in the finance industry.
CRD# 4210111
Avantax Advisory Services
CRD# 4554332
Strategic Asset Management, LLC
CRD# 6308324
American Century Investments Private Client Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Knights Of Columbus Asset Advisors LLC | New Haven, CT | Jul 2021 - Current | 2 |
| B & K Bonding | Salina, KS | Jun 2014 - Current | 9 |
| Knights Of Columbus | New Haven, CT | Dec 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- KS
- NE
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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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