Andrew Otto is a CFP-designated registered investment advisor, based in Austin, TX, with 16 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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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 involved with New Hope Ministries and the Estate Planning Council of Central PA, dedicating minimal time to each. He also serves as an expert witness, works as a wealth manager/financial planner for Kestra Advisory Services (full-time), and is a Director of Trust and Fiduciary Services at Boden Wealth (full-time).
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Invest Financial CorporationBroker
M&t Securities, INC.Broker
State Registrations12 states
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