Andrew Van Buren, financial advisor Idaho Falls ID
93 score

Andrew Van Buren

CRD Number: 5971376
Current Firm: Allegis Investment Advisors, LLC

Andrew Van Buren (CRD# 5971376) is an Investment Advisor Representative working at Allegis Investment Advisors, LLC in Idaho Falls, ID and has over 4 years of experience in the finance industry. Andrew Van Buren 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.

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Professional Designations
Company Name Location Dates Years
The Norden Group Orem, UT Jun 2014 - Current 2
Allegis Investment Advisors Idaho Falls, ID Jun 2014 - Current 2
Oneamerica Securities Orem, UT Sep 2011 - Jun 2014 2
American United Life Orem, UT Feb 2011 - Jun 2014 3
Allegis Financial Partners Orem, UT Feb 2011 - May 2014 3
Pinnacle Security Orem, UT Mar 2010 - Feb 2011 < 1
Nucode Media Orem, UT Mar 2009 - Mar 2010 1
Pinnacle Security Orem, UT Jan 2006 - Mar 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Andrew K. Van Buren
Phone Number: 208-529-3462
Registered State(s):
  • CA
  • UT
  • WA
By the Numbers
  • Total Assets Under Management
    380
    MILLIONS
  • Total Number of Accounts
    3,500
    ACCOUNTS
  • Average Account Value
    $108,571
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
Types of Clients
Registered States

AZ, CA, CO, ID, IN, LA, MT, NE, NV, NY, OH, OR, TX, UT, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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