Andrew Beaugard
Andrew Beaugard is a registered investment advisor at Planmember Securities Corporation, based in Kansas City, MO, with 20 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B 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 | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
3130 Broadway, Kansas City, MO, 64111
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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 a non-producing licensed sales assistant and regional director at Forrest T. Jones & Co. Inc., focusing on securities, insurance, health and life insurance sales, employee benefits, and services for retired Missouri educators. He dedicates minimal time as a sales assistant and full-time hours as a regional director.
Employment History
Current Registrations
Planmember Securities CorporationBroker
Planmember Securities Corporation
Previous Registrations
National Pension & Group Consultants, INC.
National Pension & Group Consultants, INCBroker
National Pension & Group Consultants, INC.
Ftj Fundchoice, LLC
National Pension & Group Consultants, INCBroker
State Registrations1 state
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