Andres Peterson
Andres Peterson is a registered investment advisor at 724 Capital, LLC, based in Archbold, OH, with 23 years of industry experience. Andres is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,270 clients with $260M 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 | 1.00% |
Fees are generally negotiable. Pension consulting services are charged at 1.50% annually.
Fee Estimator
Location
219 N. Defiance Street, Archbold, OH, 43502
Get directionsHistory
Regulatory History (3)
Judgment / Lien
May 2021Judgment / Lien
April 2018Judgment / Lien
August 2016Other Business ActivitiesSells Insurance
Andres is an agent/representative for CIG Financial Services, selling term life insurance since 2009, dedicating minimal time to this. He is also an agent/representative for 724 Capital, LLC, a registered investment advisor, dedicating full-time hours to this role since 2022.
Employment History
Current Registrations
724 Capital, LLC
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
724 Capital, LLC
F3logic, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Childs Investment Group, INC
Fsc Securities Corporation
Fsc Securities CorporationBroker
Edward JonesBroker
State Registrations8 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
More Advisors
- Shari Wyse, CFPMoney Concepts Advisory Service