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Matthew David Koeniger

Knights Of Columbus Asset Advisors LLC

Bloomington, IL

New Haven, CT

CRD 7977566

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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:

Current Employers
Knights Of Columbus Asset Advisors Llc

One Columbus Plaza, New Haven, CT 06510 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-12
MI RA APPROVED 2025-03-12
  • IL RA
    APPROVED
    Since 2025-03-12
  • MI RA
    APPROVED
    Since 2025-03-12

Branch Locations

Bloomington, IL • United States

One Columbus Plaza, New Haven, CT 06510 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-03
  • S66 Uniform Combined State Law Examination
    2025-01-03

View on SEC IAPD

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