Andrew Johnsen, financial advisor Dallas TX

Andrew Johnsen

CRD Number: 6404842
Current Firm: Waterloo Capital
Andrew Johnsen (CRD# 6404842) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dallas, TX. I am a partner of Roncinske Hughes & Associates, an award winning financial advisory team at Merrill Lynch located in central Dallas. I welcome the opportunity to speak with prospective clients about the following areas: -Financial Planning -Superior Investment Selection -401k Rollover and Redesign -Estate and Succession Planning -Customized Credit and Lending Solutions
Similar Advisors
Kyle Eaton, financial advisor Dallas TX
Kyle M. Eaton
CRD# 5009276
Hedgefield Wealth Management
Similar Advisors
John Cravens, financial advisor Dallas TX
John B. Cravens
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
Similar Advisors
Mark Patton, financial advisor Dallas TX
Mark A. Patton
CRD# 2492919
Patton Wealth Advisors
Company Name Location Dates Years
Waterloo Capital Austin, TX Feb 2023 - Current 1
Titleist Asset Management, Ltd. San Antonio, TX Jul 2020 - Feb 2023 2
Merrill Lynch, Pierce, Fenner & Smith, Incorporated Dallas, TX Jul 2014 - Jul 2020 6
Blue Calypso Dallas, TX Oct 2012 - Jul 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Andrew R. Johnsen
By the Numbers
  • Total Assets Under Management
    1,303
    MILLIONS
  • Total Number of Accounts
    4,480
    ACCOUNTS
  • Average Account Value
    $290,814
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, CA, CO, GA, LA, NC, NY, TX

Ready to hire a financial advisor? Get competitive proposals from Andrew Johnsen and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

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.