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Aaron Schock

Knights Of Columbus Asset Advisors LLC

Grand Island, NE

CRD 7512275

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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
NE RA APPROVED 2025-12-09
  • NE RA
    APPROVED
    Since 2025-12-09

Branch Locations

Grand Island, NE • 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
Grand Island Physical Therapy Grand Island NE 12/2014 04/2022
Northwestern Mutual Life Insurance Company Milwaukee WI 03/2022 07/2023
Northwestern Mutual Investment Services Llc Columbus NE 03/2022 07/2023
Knights Of Columbus Insurance Grand Island NE 08/2023 Present
Knights Of Columbus Assets Advisors Llc Grand Island NE 11/2025 Present
  • 12/2014 → 04/2022
    Grand Island Physical Therapy
    Grand Island, NE
  • 03/2022 → 07/2023
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 03/2022 → 07/2023
    Northwestern Mutual Investment Services Llc
    Columbus, NE
  • 08/2023 → Present
    Knights Of Columbus Insurance
    Grand Island, NE
  • 11/2025 → Present
    Knights Of Columbus Assets Advisors Llc
    Grand Island, NE
Other Businesses

Knights of columbus Insurance No investment -related 2517 pioneer blvd Grand Island NE 68801 selling insurance Field agent Field agent start date 08/2023 40 hours per week 0 I sell life insurance to my members and do paperwork for insurance loans and beneficiary changes

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-09
S63 Uniform Securities Agent State Law Examination 2022-12-30
  • S65 Uniform Investment Adviser Law Examination
    2025-12-09
  • S63 Uniform Securities Agent State Law Examination
    2022-12-30
Other Names
  • Aaron Schock

View on SEC IAPD

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