AR
CFP
AR
CFP

Andrew W Roller

24 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Loading...

Location

3806 Southland Avenue, Kokomo, IN, 46902

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Andrew is involved in several business activities, including Roller Wealth Management, Andy Roller Inc, Independent Advisor Alliance, Comprehensive Planning Corporation, and real estate rentals through Roller Properties. He dedicates a significant amount of time to investment advisory services and tax preparation/accounting.

Employment History
Current Registrations
Independent Advisor Alliance, LLC
October 2017 - Present · 8 yrs 4 mos
LPL Financial LLCBroker
October 2017 - Present · 8 yrs 4 mos
Previous Registrations
LPL Financial LLC
February 2021 - October 2022 · 1 yr 8 mos
Creative Financial Designs, INC.
October 2003 - November 2017 · 14 yrs 1 mo
Cfd Investments, INC.Broker
August 2001 - October 2017 · 16 yrs 2 mos
State Registrations30 states
ALARAZCACOFLGAHIILINKYMAMDMIMOMSNCNDNHNJNMOHOKPASCTNTXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.