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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Waddle is an Investment Advisor Representative at Knights of Columbus Asset Advisors LLC in Waukee, Iowa. Gregory has been in the industry since 2014. Gregory is a licensed Investment Advisor Representative in Iowa. Gregory holds a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Gregory is also an insurance agent with Knights of Columbus. Gregory's experience includes working as a field agent for the Knights of Columbus, as well as providing HR consulting services. Gregory is also an owner of Waddle Consulting, LLC, which provides HR solutions to businesses. Gregory is a graduate of Benedictine College in Atchison, Kansas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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IA
11/30/2021 - Present
Knights OF Columbus Asset Advisors LLC (Waukee IA)
IA
Issued 11/30/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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