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Advisors / Oklahoma / Locust Grove
6yrs

Lance Dufour

Financial advisor at Knights of Columbus Asset Advisors

Based in Locust Grove, Oklahoma, Lance Dufour is a fiduciary financial advisor with 6 years of industry experience. Lance has been with Knights of Columbus Asset Advisors since 2021. Knights of Columbus Asset Advisors offers investment management, private fund management, and retirement plan consulting and is paid through a percentage of assets.

Locust Grove, OKTop 18% by experience at Knights of Columbus Asset AdvisorsFiduciary advisorFee-only firm
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At a glance

Experience6 years (since 2021)
How that compares ?Top 18% by experience at Knights of Columbus Asset Advisors
OfficeLocust Grove, OK
How the firm is paid ?Percent of assets
Typical client at the firm ?$158,490
Advisors at the firm233
States licensed ?1 state

Services through Knights of Columbus Asset Advisors

Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination

Career

  1. 2021 – now

Questions to ask Lance

Tailored to Lance’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Lance

How do I contact Lance?

Call Knights of Columbus Asset Advisors at (203) 752-4502 and ask for Lance Dufour. Lance works from the Locust Grove, OK office.

How long has Lance been a financial advisor?

Lance has been in the industry since 2021, about 6 years. Top 18% by experience at Knights of Columbus Asset Advisors.

What licenses does Lance hold?

Series 65. Tap any license on this page to see what it allows.

Is Lance a fiduciary?

Lance is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Lance paid?

Knights of Columbus Asset Advisors reports being paid by a percentage of the assets they manage. Ask Lance for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.