Andrew Burgess, financial advisor East Peoria IL
88 score

Andrew Burgess

CRD Number: 6188938
Current Firm: Midwestern Securities Trading Company,llc

Andrew Burgess (CRD# 6188938) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in East Peoria, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Midwestern Securities Trading Co East Peoria, IL Mar 2016 - Current 1
Pnc Investments Springfield, IL Sep 2015 - Current 2
Pnc Bank Springfield, IL Sep 2015 - Current 2
Northwestern Mutual Investment Services, LLC Peoria, IL Sep 2014 - Aug 2015 < 1
Northwestern Mutual Investment Services, LLC Peroria, IL Feb 2014 - Aug 2015 1
Douglas Shannon Peoria, IL Jan 2014 - Aug 2015 1
Douglas Shannon Peoria, IL Oct 2013 - Jan 2014 < 1
Dunhams Sports Pekin, IL Aug 2013 - Dec 2013 < 1
Gumbys Pizza Bloomington, IL Jun 2013 - Sep 2013 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2013 - Aug 2013 < 1
Douglas Shannon Peoria, IL Apr 2013 - May 2013 < 1
Pro Image Sports Bloomington, IL Aug 2009 - May 2013 3
Slages Lawn Service Hopedale, IL May 2010 - Aug 2011 1
Hot Stuff Foods Tremont, IL May 2008 - Aug 2010 2
Koch Family Medicine Morton, IL Sep 2008 - May 2010 1
Homeway Homes Deer Creek, IL May 2009 - Aug 2009 < 1
Tremont School District Tremont, IL Aug 2003 - May 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Andrew J. Burgess
Phone Number: 309-699-6786
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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