Andrew Mongeon
Andrew Mongeon is a registered investment advisor at Cetera Investment Advisers LLC, based in Bismarck, ND, with 25 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
418 E Rosser Ave, Suite 204, Bismarck, ND, 58501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew works as a financial advisor for Lux Wealth Advisors, providing financial services. This takes a full-time commitment, including during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Citistreet Financial Services LLC
Citistreet Equities LLCBroker
Investment Centers of America, INC.Broker
State Registrations28 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.