AW
CFP
AW
CFP

Andreas Wochtl

11 Years of Experience
2 DisclosuresSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
165 advisors
Number of Clients
9,142 clients
Average Client Portfolio
$658K average
Assets Under Management
$6.0B

Fee Structure

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Location

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
January 2024
Financial
February 2016
Final
Other Business ActivitiesSells Insurance

Andreas owns rental property in Villas, NJ with his spouse, dedicating minimal time. He is also a board member of the Swedish American Chamber of Commerce and spends minimal time on insurance sales and recommendations.

Employment History
Current Registrations
Wealthcare Advisory Partners LLC
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
March 2021 - February 2024 · 2 yrs 11 mos
Wells Fargo Clearing Services, LLC
March 2021 - February 2024 · 2 yrs 11 mos
Citizens Securities, INC.Broker
May 2018 - March 2021 · 2 yrs 10 mos
Citizens Investment Services
May 2018 - March 2021 · 2 yrs 10 mos
Edward Jones
October 2017 - May 2018 · 7 mos
Edward JonesBroker
September 2017 - May 2018 · 8 mos
Proequities, INC.Broker
August 2016 - December 2016 · 4 mos
Global Atlantic Distributors, LLCBroker
January 2015 - July 2016 · 1 yr 6 mos
Planco Financial Services, LLCBroker
October 2006 - January 2008 · 1 yr 3 mos
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.