Andrew Schroeder (CRD# 7292396) is an Investment Advisor Representative working at Avantax Advisory Services in Bailey, CO and has over 3 years of experience in the finance industry.
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 3100278
Zeit Capital Advisors
CRD# 2522252
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Conifer, CO | Oct 2020 - Current | 3 |
| Schroeder Cpa Services, LLC | Conifer, CO | Aug 2016 - Current | 7 |
| Schroeder Cpa Services LLC | Conifer, CO | Aug 2016 - Current | 7 |
| Tallgrass Energy | Lakewood, CO | Feb 2013 - Oct 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
- CO
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Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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