Chad Lueken

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

• 06/1999 → Present
  Knights Of Columbus Insurance
  New Haven, CT
• 08/2021 → Present
  Knights Of Columbus Asset Advisors
  New Haven, CT
• 01/2020 → Present
  City Of Jasper, Indiana
  Jasper, IN

Other Businesses

POSITION 1: FIELD AGENT WITH KNIGHTS OF COLUMBUS INSURANCE. 1 COLUMBUS PLAZA, NEW HAVEN, CT 06507. THIS IS A FRATERNAL BENEFIT SOCIETY WHICH OFFERS AND SELLS LIFE INSURANCE, ANNUITIES, LONG TERM CARE AND DISABILITY INCOME INSURANCE TO ITS MEMBERS. AS FIELD AGENT, I SELL THESE PRODUCTS AND SERVICE THE CLIENT AFTER THE SALE. I HAVE BEEN UNDER CONTRACT WITH THE KNIGHTS SINCE JUNE 1999. ON AVERAGE, I DEVOTE 40 TO 60 HOURS A WEEK TO MY DUTIES AS FIELD AGENT. ON AVERAGE, 24 TO 40 HOURS OF MY WORK WEEK FALL INSIDE OF TRADING HOURS. POSITION #2: COMMON COUNCILMAN, CITY OF JASPER, INDIANA, 1 JAN 2020 TO PRESENT. 610 MAIN STREET, JASPER IN 47546. THIS IS A CIVIL CITY INCORPORATED UNDER THE CONSTITUTION AND LAWS OF THE STATE OF INDIANA. PRIMARY RESPONSIBILITIES INCLUDE, REPRESENTING THE INTERESTS OF CONSTITUENTS, VOTING ON ORDINANCES FOR THE BENEFIT OF CITY RESIDENTS, AND APPROVING MUNICIPAL BUDGET. ON AVERAGE, I DEVOTE 8 TO 10 HOURS A MONTH TO THIS PURPOSE. I HAVE A GREAT DEAL OF DISCRESSION AS TO WHEN THESE HOURS OCCUR. I ESTIMATE THAT 8 TO 10 OF THESE HOURS PER YEAR FALL DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-23