Andy Klausner

Operational Efficiency

In addition to being the co-founder of Consult P3, Andy is also Founder and Principal of AK Advisory Partners LLC . Andy has worked in the financial services industry for more than 27 years. In that time, he has been affiliated with leading banks, brokerages and financial advisory firms across the United States. He founded AK Advisory Partners to help clients navigate today’s challenging market landscape and regulatory environment by bringing efficiency and innovation to their business offerings and practices. He has also helped a variety of companies with strategic assessments designed to help them increase their operational efficiency and meet their financial targets. Andy holds a BA from the University of Michigan and an MBA from New York University. He speaks frequently at industry conferences, including the Investment Management Institute. He is a former member of IMCA’s advisory Council and has held the Series 7, 9, 10, 24, 63and 65 licenses.

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