AM
CFP · ChFC
AM
CFP · ChFC

Andrew Christopher Moenter

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
231 advisors
Number of Clients
19,012 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$30.1B

Fee Structure

Minimum Investment:$2.5K
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Location

4A Boehringer Street, Batesville, IN, 47006

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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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Other Business Activities

Andrew is an Admissions Liaison Officer for the United States Air Force, a board member for Amack's Well, and the owner/CEO of Midas Financial Group LLC. These activities take minimal time outside of his advisory role.

Employment History
Current Registrations
Prime Capital Financial
March 2022 - Present · 3 yrs 11 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.
Andrew Christopher Moenter - Financial Advisor | TrueAdvisor