Andrew Wentzler
Andrew Wentzler is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in The Woodlands, TX, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1330 Lake Robbins Drive, Suite 150, The Woodlands, TX, 77380
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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 an officer at Greene Wentzler Wealth, his team name, and an associate/employee at Woodforest Wealth. He also works as an agent for non-variable insurance through Woodforest Financial Services, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
AXA Advisors, LLCBroker
State Registrations29 states
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