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Advisors / Minnesota / Wabasso
3yrs

David Wick

Financial advisor at Knights of Columbus Asset Advisors

Based in Wabasso, Minnesota, David Wick is a fiduciary financial advisor with 3 years of industry experience. David has been with Knights of Columbus Asset Advisors since 2024. Knights of Columbus Asset Advisors offers investment management, private fund management, and retirement plan consulting and is paid through a percentage of assets.

Wabasso, MNFiduciary advisor
Call Knights of Columbus Asset AdvisorsDirections

At a glance

Experience3 years (since 2023)
How that compares ?3 years in the industry
OfficeWabasso, MN
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

  1. 2024 – now

Questions to ask David

Tailored to David’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About David

How do I contact David?

Call Knights of Columbus Asset Advisors at 203-752-4502 and ask for David Wick. David works from the Wabasso, MN office.

How long has David been a financial advisor?

David has been in the industry since 2023, about 3 years. 3 years in the industry.

What licenses does David hold?

Series 65. Tap any license on this page to see what it allows.

Is David a fiduciary?

David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is David paid?

Knights of Columbus Asset Advisors reports being paid by a percentage of the assets they manage. Ask David for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.