Andrew Docksey (CRD# 4120102) is an Investment Advisor Representative working at Lpl Financial LLC in Hartland, WI and has over 24 years of experience in the finance industry.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Hartland, WI | May 2018 - Current | 5 |
| Landmark Credit Union | Hartland, WI | May 2018 - Current | 5 |
| Us Army Reserve 3-334th 1st Brigade 95th Division (iet) | Milwaukee, WI | Aug 2017 - Dec 2019 | 2 |
| First Command Insurance Services, Inc. | Fort Worth, TX | Feb 2018 - Mar 2018 | < 1 |
| First Command Financial Planing, Inc. | Fort Worth, TX | Feb 2018 - Mar 2018 | < 1 |
| First Command Advisory Services, Inc. | Fort Worth, TX | Feb 2018 - Mar 2018 | < 1 |
| First Command Financial Services, Inc. | Fort Worth, TX | Jun 2017 - Feb 2018 | < 1 |
| Us Army Reserve 432nd Civil Affairs Bn | Green Bay, WI | Nov 2010 - Aug 2017 | 6 |
| Washington County Wi Sheriffs Dept | West Bend, WI | Oct 2016 - May 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2018 |
- WI
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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