Andrew Melliger
Andrew Melliger is a CFP-designated registered investment advisor at LPL Financial LLC, based in Overland Park, KS, with 25 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
7450 W 130th Street, Suite 150, Overland Park, KS, 66213
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew is an insurance agent with Total Financial Group, Inc. since 2014, and also a self-employed insurance agent since 2000, marketing and selling various insurance products and fixed annuities, taking about a quarter of his time. He also owns Seniors Only, Inc., a non-public corporate entity used for administrative purposes, which requires minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Osaic Fs, INC.
Osaic Fs, INC.Broker
Main Street Securities, LLCBroker
Moloney Securities CO., INC.Broker
Ogilvie Security Advisors CorporationBroker
State Registrations4 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.
Exams
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