AC
AC

Andrew Cashman

10 Years of Experience
Quincy, IL
BrokerSells Insurance

Andrew Cashman is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Quincy, IL, with 10 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

Loading...

Location

3835 E Lake Ctr Ste 200, Quincy, IL, 62305

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Andrew may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also has a legal entity, Cashman Holdings, LLC, established for business purposes, dedicating a few hours per week to it.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
August 2018 - Present · 7 yrs 9 mos
Northwestern Mutual Investment Services, LLCBroker
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
Ipi Wealth Management, INC.
March 2016 - August 2018 · 2 yrs 5 mos
Investment Planners, INC.Broker
March 2016 - August 2018 · 2 yrs 5 mos
LPL Financial LLCBroker
October 2015 - March 2016 · 5 mos
O' Connor Wealth Management, LLC
October 2015 - February 2016 · 4 mos
State Registrations17 states
ALCACOFLGAIAILINMIMNMONCNYOHORTNTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Andrew Cashman - Financial Advisor | TrueAdvisor