AE
AE

Andrew Gregory Endelman

9 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
1,365 clients
Average Client Portfolio
$310K average
Assets Under Management
$422.6M

Fee Structure

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Location

2350 NW 128th St, Urbandale, IA, 50323

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Andrew is a board member for Villas of Ashworth Glen Homeowners Association, taking minimal time. He also owns commercial real estate and a golf simulator business, spending a few hours per week on each.

Employment History
Current Registrations
Independent Wealth Network, INC.
September 2017 - Present · 8 yrs 5 mos
Previous Registrations
Investment Advisors CORP
January 2016 - July 2017 · 1 yr 6 mos
State Registrations38 states
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Advisor
Exams
No exam information available for this advisor.