Terry Peschl & Associates
41yrs
Top advisor by experience in Watertown
5yrs
Gregory Beebe
Full name on record: Gregory Jon Beebe
Financial advisor at Knights of Columbus Asset Advisors
Gregory Beebe has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Watertown, South Dakota. Gregory joined Knights of Columbus Asset Advisors in 2021, a firm offering investment management, private fund management, and retirement plan consulting. Knights of Columbus Asset Advisors reports being paid through a percentage of assets.
One of 43 advisors with offices in Watertown, and one of 42 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?More experience than 67% of advisors at Knights of Columbus Asset Advisors
Office21 1st Ave SE #14, Watertown, SD 57201
How the firm is paid ?Percent of assets
Typical client at the firm ?$158,490
Advisors at the firm233
States licensed ?1 state
Services through Knights of Columbus Asset Advisors
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2021 – nowKnights of Columbus Asset Advisors LLCCurrent firm
Contact Gregory
Local office(605) 882-8689Ask for Gregory. (203) 752-4502Main office · New Haven, CT 21 1st Ave SE #14Watertown, SD 57201Office · Get directions
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Questions to ask Gregory
Tailored to Gregory’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Gregory
How do I contact Gregory?
Call Gregory’s local office at (605) 882-8689 or the Knights of Columbus Asset Advisors main office at (203) 752-4502, and ask for Gregory Beebe.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 2021, about 5 years. More experience than 67% of advisors at Knights of Columbus Asset Advisors.
What licenses does Gregory hold?
Series 65. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gregory paid?
Knights of Columbus Asset Advisors reports being paid by a percentage of the assets they manage. Ask Gregory for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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