Andrew Wolschleger (CRD# 7117134) is an Investment Advisor Representative working at Edward Jones in Howell, MI and has 1 year of experience in the finance industry.
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 4511557
Savant Wealth Management
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | Nov 2022 - Current | 1 |
Amazon | Walker, MI | Oct 2020 - Current | 3 |
Noordyk Business Equipment | Walker, MI | Mar 2021 - Oct 2022 | 1 |
Cannonsburg Ski Area | Belmont, MI | Nov 2020 - Mar 2021 | < 1 |
Edward Jones | Howell, MI | Apr 2019 - Feb 2021 | 1 |
Full Time Student Grand Valley State University | Allendale, MI | Aug 2019 - Apr 2020 | < 1 |
Full Time Student Grand Valley State University | Allendale, MI | Aug 2018 - Apr 2019 | < 1 |
Munro Landscaping | South Lyon, MI | May 2016 - Aug 2018 | 2 |
Full Time Student Grand Valley State University | Allendale, MI | Aug 2017 - Apr 2018 | < 1 |
Urbans Partition And Remodling | Northville, MI | May 2016 - Aug 2017 | 1 |
Full Time Student Grand Valley State University | Allendale, MI | Aug 2016 - Apr 2017 | < 1 |
Alekos | South Lyon, MI | Nov 2015 - May 2016 | < 1 |
High School Student South Lyon East High School | South Lyon, MI | Aug 2012 - May 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- MI
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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
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 derived from SEC.gov data covering 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.
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.