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Knights Of Columbus Asset Advisors LLC CRD 174129
$30.5B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Columbus Plaza, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-12 |
| MI | RA | APPROVED | 2025-03-12 |
Branch Locations
Bloomington, IL • United States
One Columbus Plaza, New Haven, CT 06510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self | Bloomington | IL | 09/2019 | 11/2024 |
| Self | Evanston | IL | 04/2013 | 09/2019 |
| Thrivent Investment Management Inc | Bloomington | IL | 10/2024 | Present |
| Thrivent Financial | Appleton | WI | 11/2024 | Present |
| Knights Of Columbus Insurance | Bloomington | IL | 03/2025 | Present |
| Knights Of Columbus Asset Advisors Llc | Bloomington | IL | 03/2025 | Present |
Proprietor - short-term rentals @ 410 Seminary Ave., Bloomington, IL 61701 Landlord - traditional rental @ 1102 E Olive St., Bloomington, IL 61701 Knights of Columbus Insurance, non-investment related, life insurance, Field Agent, Selling life insurance, long term care, disability income and annuities, Start Date: 3/2025, 80 hours a month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-03 |
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