AV
CFP
AV
CFP

Andrew Verdeyen

11 Years of Experience
Indianapolis, IN

Andrew Verdeyen is a CFP-designated registered investment advisor at Cerity Partners LLC, based in Indianapolis, IN, with 11 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,810 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
682 advisors
Number of Clients
19,810 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$122.8B

Fee Structure

Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Our comprehensive wealth management service fee is negotiable based on the factors listed herein and generally would not exceed 1.50% per year of assets under advisement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5750 Castle Creek Parkway Drive North, Indianapolis, IN, 46250

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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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Employment History
Current Registrations
Cerity Partners LLC
February 2023 - Present · 3 yrs 5 mos
Previous Registrations
Argi Investment Services, LLC
January 2020 - April 2023 · 3 yrs 3 mos
TD Ameritrade, INC.Broker
October 2017 - January 2020 · 2 yrs 3 mos
TD Ameritrade, INC.
October 2017 - January 2020 · 2 yrs 3 mos
TD Ameritrade Investment Management, LLC
October 2017 - January 2020 · 2 yrs 3 mos
American Capital Management, INC.
January 2017 - September 2017 · 8 mos
American Equity Investment CorporationBroker
January 2017 - September 2017 · 8 mos
Cambridge Investment Research Advisors, INC.
May 2016 - December 2016 · 7 mos
Cambridge Investment Research, INC.Broker
May 2016 - December 2016 · 7 mos
Integrated Investment Strategies,inc.
May 2015 - May 2016 · 1 yr
Aurora SecuritiesBroker
October 2014 - May 2016 · 1 yr 7 mos
State Registrations2 states
INKY
Advisor

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Exams
No exam information available for this advisor.