Andrew KroutCRD Number: 6067740
Current Firm: Kelly Financial Services
Andrew Krout (CRD# 6067740) is an Investment Advisor Representative working at Kelly Financial Services in Braintree, MA and has over 3 years of experience in the finance industry.
Walnut Hill Advisors, LLC
|Kelly Financial Services||Braintree, MA||May 2013 - Current||4|
|Saint Francis University||Loretto, PA||Sep 2009 - May 2013||3|
|Edward Jones||Williamsport, PA||Jun 2012 - Aug 2012||< 1|
|M & T Bank||Williamsport, PA||May 2012 - Jun 2012||< 1|
|Roche Financial||Williamsport, PA||May 2011 - Aug 2011||< 1|
|Williamsport Cc||Williamsport, PA||Jun 2005 - Sep 2009||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2014|
Total Assets Under Management177MILLIONS
Total Number of Accounts1,889ACCOUNTS
Average Account Value$93,563
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, CT, FL, MA, ME, NH, OH, RI
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.