Gregory Joseph Waddle

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

• 09/2020 → Present
  Knights Of Columbus
  Wuakee, IA
• 02/2020 → Present
  Waddle Consulting, Llc
  Waukee, IA
• 04/2020 → 07/2020
  Hawkeye Hotels
  Coralville, IA
• 06/2017 → 01/2020
  Serve 20:28 Inc.
  Coralville, IA
• 01/2014 → 05/2017
  Benedictine College
  Atchison, KS
• 08/2021 → Present
  Knights Of Columbus Asset Advisors, Llc
  Waukee, IA

Other Businesses

Knights of Columbus insurance Field Agent and - Owner, Self-Employed, Human Resources Consulting. Established the "Waddle consulting, LLC" in June of 2021 to house the consulting work, although work began in February of 2020. Spend between 5 and 10 hours a month doing this work. Work is performed primarily inside of trading hours. I provide organizations with first class HR solutions, Including: Compliance Audits (I-9, employee files and more), Employee Handbook Services, Employee Lifecycle Management, Employee Benefits Administration, Payroll Processing, Process Improvement, Team Development, and more. Professionally Insured.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-30

Other Names

• Gregory Waddle