Bert Ewart Grant

Employer firm

Knights Of Columbus Asset Advisors LLC CRD 174129

$30.5B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2021 → 06/2024
  Wells Fargo Bank Na
  Plymouth, MN
• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Saint Paul, MN
• 11/2016 → 04/2021
  Wells Fargo Clearing Services, Llc
  Saint Paul, MN
• 06/2021 → 06/2024
  Wells Fargo Clearing Services, Llc
  Plymouth, MN
• 09/2024 → Present
  Knights Of Columbus Insurance
  Winsted, MN
• 09/2024 → Present
  Knights Of Columbus Assets Advisors Llc
  New Haven, CT

Previous Registrations

• 2021-07-30 → 2024-06-27
  Wells Fargo Clearing Services, Llc
  Wayzata, MN
  Plymouth, MN
  Medina, MN
  Duluth, MN
  Minneapolis, MN
  Minneapolis, MN
• 2011-01-03 → 2021-05-06
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Saint Louis Park, MN
  Bloomington, MN
  Saint Louis Park, MN
  Wayzata, MN
  Saint Louis Park, MN
  Saint Louis Park, MN
• 2009-04-28 → 2011-01-03
  Wells Fargo Investments, Llc
  Saint Paul, MN

Other Businesses

Knights of Columbus Insurance, non-investment related, life insurance, Field Agent, Selling life insurance, long term care, disability income and annuities, Start Date: 09/2024, 80 hours a month.

Exams

• S66 Uniform Combined State Law Examination
  2009-04-27

Other Names

• Bert Ewart Grant
• Bert E Grant