Andrew Greene (CRD# 6250757) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Minnetonka, MN and has over 9 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Minnetonka, MN | Jan 2024 - Current | < 1 |
| Woodbury Financial Services Inc. | Minnetonka, MN | Jun 2022 - Jan 2024 | 1 |
| Sa Stone Wealth Managment | Plymouth, MN | Jun 2019 - Jun 2022 | 3 |
| Wells Fargo Advisors Financial Network, LLC | Plymouth, MN | Feb 2018 - Jun 2019 | 1 |
| Bank Of America, N.a. | Bloomington, MN | Jan 2017 - Feb 2018 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomington, MN | Apr 2014 - Dec 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2015 |
- MN
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- 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
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, VI, VT, WA, WI, WV, WY
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