Andrew Heller is a registered investment advisor at LPL Financial LLC, based in Kenosha, WI, with 7 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
6520 67th St, Kenosha, WI, 53142
Get directionsHistory
Regulatory History (1)
Criminal
July 2025Other Business Activities
Andrew operates T Heller Financial Services as a DBA for his LPL business. He also owns "Just a Little Kick", dedicating about 10-20% of his time to this non-investment related business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Woodbury Financial Services, INC.Broker
State Registrations8 states
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
More Advisors
- Frank RussoLPL Financial LLC
- David Jordan, CFP, ChFCJordan Financial Life Planning
- Andrew Fitzpatrick, CFAWells Fargo Advisors
- Gregory Schaeffer, ChFCCoordinated Capital Securities, INC.
- Michael Morrone, CFPAmeriprise Financial Services, LLC
- Joshua Zoerner, ChFCHarbour Investments, INC.