Andrew Flattery (CRD# 5282626) is an Investment Advisor Representative working at Simple Wealth Planning LLC in North Kansas City, MO and has over 13 years of experience in the finance industry. Andrew Flattery has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Simple Wealth Planning LLC | North Kansas City, MO | Jul 2021 - Current | 2 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Sep 2018 - Apr 2022 | 3 |
Cambridge Investment Research, Inc. | Fairfield, IA | Sep 2018 - Apr 2022 | 3 |
Bmo Harris Financial Advisors, Inc. | Kansas City, MO | Jan 2014 - Sep 2018 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2010 |
S66 | NASAA Uniform Combined State Law Examination | Dec 2012 |
- IA
- KS
- MO
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts133ACCOUNTS
-
Average Account Value$64,872
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IA, KS, MO
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