Andrew Ulvestad
Andrew Ulvestad is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Sioux Falls, SD, with 7 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
7408 S Bitterroot PL, Sioux Falls, SD, 57108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew officiates junior varsity and varsity soccer contests in South Dakota, dedicating a few hours per week. He also works as an associate/employee at Cornerstone Financial Solutions, spending about a quarter of his time on trades, client service, reporting, and wealth advisory duties.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations28 states
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