Andrew OrdemannCRD Number: 5202459
Current Firm: Vanguard Advisers, Inc.
Andrew Ordemann (CRD# 5202459) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 16 years of experience in the finance industry. Andrew Ordemann 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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Costello Real Estate Investments||Fort Mill, SC||Sep 2017 - Current||5|
|The Vanguard Group, Inc.||Charlotte, NC||Aug 2006 - Current||16|
|Keller Williams||Fort Mill, SC||Apr 2016 - Sep 2017||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2006|
Total Assets Under Management338,871MILLIONS
Total Number of Accounts602,258ACCOUNTS
Average Account Value$562,667
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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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