Andrew Cuprisin is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Dublin, OH, with 23 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5747 Perimeter, Suite 240, Dublin, OH, 43017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew has ownership stakes in several investment-related entities, including rental properties and Tri-Oak Financial LLC. He also serves as trustee for the Tri-Oak Wealth Management 401k and holds power of attorney for his mother, dedicating full-time hours to some of these ventures.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations41 states
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