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Andrew James Daudt

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
2,987 clients
Average Client Portfolio
$203K average
Assets Under Management
$604.9M

Fee Structure

Minimum Investment:$2.5K
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Location

664 S Rivershore Lane, Suite 150, Eagle, ID, 83616

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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

Andrew is an independent insurance agent selling life insurance and annuities, dedicating minimal time to this activity. He also operates Summit Capital Management as a DBA for his fixed insurance and financial advisory business, spending a full-time commitment on this, with a portion during securities trading hours.

Employment History
Current Registrations
American Independent Securities Group, LLC
May 2024 - Present · 1 yr 9 mos
American Independent Securities Group, LLCBroker
May 2017 - Present · 8 yrs 9 mos
Previous Registrations
Edward JonesBroker
April 2003 - June 2017 · 14 yrs 2 mos
Morgan Stanley
January 2001 - April 2003 · 2 yrs 3 mos
Morgan Stanley Dw INC.Broker
September 2000 - April 2003 · 2 yrs 7 mos
State Registrations17 states
AZCACOHIIDILINLAMAMTNVORPRRITXUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.