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Andrew Walter Egan

10 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
5,102 clients
Average Client Portfolio
$77K average
Assets Under Management
$394.7M

Fee Structure

Minimum Investment:None
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Location

1211 22nd Street, #102, Oak Brook, IL, 60523

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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 ActivitiesSells Insurance

Andrew works as an insurance agent, dedicating nearly full-time hours to offering insurance products and services. He also works as a security guard at Wrigley Field for a few hours per week during non-trading hours.

Employment History
Current Registrations
Sequent Planning, LLC
June 2019 - Present · 6 yrs 8 mos
Previous Registrations
Mutual of Omaha Investor Services, INC.
October 2017 - May 2019 · 1 yr 7 mos
Mutual of Omaha Investor Services, INC.Broker
April 2015 - May 2019 · 4 yrs 1 mo
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.