AA
AA

Andrew John Andersen

18 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
318 advisors
Number of Clients
54,545 clients
Average Client Portfolio
$191K average
Assets Under Management
$10.4B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

1745 S. Naperville Road, Suite 200, Wheaton, IL, 60189

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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.

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Other Business ActivitiesSells Insurance

Andrew has a fixed insurance DBA called Prizm Financial Advisors, Inc.

Employment History
Current Registrations
Brookstone Capital Management LLC
February 2015 - Present · 11 yrs
Previous Registrations
Center Street Securities, INC.Broker
February 2015 - August 2017 · 2 yrs 6 mos
Goldman, Sachs & CO.Broker
July 2013 - January 2015 · 1 yr 6 mos
AXA Advisors, LLC
February 2009 - July 2013 · 4 yrs 5 mos
AXA Advisors, LLCBroker
August 2007 - July 2013 · 5 yrs 11 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.