AB
CFP
AB
CFP

Andrew Boerma

1 Year of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
419 advisors
Number of Clients
37,298 clients
Average Client Portfolio
$170K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
Minimum Annual Fee:$1,500
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Location

Sanford, MI

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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
The Huntington Investment Company
February 2025 - Present · 1 yr
The Huntington Investment CompanyBroker
February 2025 - Present · 1 yr
Huntington Financial Advisors
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Benjamin F. Edwards & Company, Incorporated
August 2022 - October 2022 · 2 mos
Benjamin F. Edwards & Company, INC.Broker
July 2022 - October 2022 · 3 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.