BG
BG

Bert Ewart Grant

16 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
191 advisors
Number of Clients
4,361 clients
Average Client Portfolio
$6.4M average
Assets Under Management
$28.0B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
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Location

161 Main Ave W, Winsted, MN, 55395

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bert is a field agent for Knights of Columbus Insurance, selling life insurance, long-term care, disability income, and annuities since September 2024. This activity takes about half of his time.

Employment History
Current Registrations
Knights of Columbus Asset Advisors LLC
September 2024 - Present · 1 yr 5 mos
Previous Registrations
Wells Fargo Advisors
July 2021 - June 2024 · 2 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
July 2021 - June 2024 · 2 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - May 2021 · 10 yrs 4 mos
Wells Fargo Clearing Services, LLC
January 2011 - May 2021 · 10 yrs 4 mos
Wells Fargo Investments, LLC
April 2009 - January 2011 · 1 yr 9 mos
Wells Fargo Investments, LLCBroker
April 2009 - January 2011 · 1 yr 9 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.