DW
DW

Drew Patrick Whitney

14 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

3600 N. Capital of Texas Hwy, Bldg B, Suite 200, Austin, TX, 78746

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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

Drew sells fixed insurance products including life, health, disability, annuities, and long-term care, dedicating minimal time to this. He also works as an Investment Advisor Representative and Producer/Vice President for Alliant Retirement Consulting and Alliant Insurance Services, respectively, spending about a quarter of his time on each.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
July 2025 - Present · 7 mos
Alliant Retirement Consulting
June 2018 - Present · 7 yrs 8 mos
Previous Registrations
Cetera Wealth Services, LLCBroker
October 2023 - July 2025 · 1 yr 9 mos
Cls Partners Retirement Services
October 2016 - July 2018 · 1 yr 9 mos
Gwfs Equities, INC.Broker
September 2014 - June 2016 · 1 yr 9 mos
J.P. Morgan Institutional Investments INC.Broker
May 2011 - September 2014 · 3 yrs 4 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.