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Andrew James Rohrbach

1 Year of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
268 advisors
Number of Clients
14,305 clients
Average Client Portfolio
$387K average
Assets Under Management
$5.5B

Fee Structure

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Location

401 Vivian Street South, Aberdeen, SD, 57401

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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 ActivitiesSells Insurance

Andrew is an investment portfolio associate at Schwan Financial Group and Schwan Financial Advisors, focusing on investment advisory, financial planning management, and financial planning. He also works at Schwan Financial Agency selling life insurance and fixed annuities, but this takes minimal time.

Employment History
Current Registrations
Kovack Securities INC.Broker
September 2025 - Present · 5 mos
Kovack Advisors, INC.
January 2024 - Present · 2 yrs 1 mo
State Registrations1 state
SD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.