Brian Andrus (CRD# 1450626) is an Investment Advisor Representative working at Wellspring Financial, LLC in South Windsor, CT and has over 24 years of experience in the finance industry. Brian Andrus 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.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
Company Name | Location | Dates | Years |
---|---|---|---|
Wellspring Financial, LLC | South Windsor, CT | Jun 2017 - Current | 6 |
Wellspring Financial, LLC | South Windsor, CT | Feb 2017 - Current | 7 |
Andrus Agency | Guilford, CT | Oct 1995 - Current | 28 |
Lifeline Financial, LLC | Wethersfield, CT | Sep 2016 - Jun 2017 | < 1 |
Allstate Insurance Co | Guilford, CT | Sep 2003 - Sep 2015 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CT
- MA
- NY
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Total Assets Under Management50MILLIONS
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Total Number of Accounts235ACCOUNTS
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Average Account Value$211,482
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CT, MA, NY
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