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Andrew Ekberg

9 Years of Experience
Golden, CO
Broker

Andrew Ekberg is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Golden, CO, with 9 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1120 Washington Avenue, Suite 200, Golden, CO, 80401

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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
Raymond James Financial Services Advisors, INC
September 2025 - Present · 8 mos
Raymond James Financial Services, INC.Broker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
May 2016 - July 2024 · 8 yrs 2 mos
State Registrations22 states
AZCACODCDEFLIDILMAMEMINCNYORPATXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.