Andrew FlatteryCRD Number: 5282626
Current Firm: Bmo Harris Financial Advisors, Inc.
Andrew Flattery (CRD# 5282626) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Independence, MO and has over 6 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Bmo Harris Financial Advisors, Inc.||Kansas City, MO||Jan 2014 - Current||3|
|Rbc Capital Markets, LLC||Denver, CO||Oct 2012 - Dec 2013||1|
|Allen Partners||Boulder, CO||Feb 2010 - Oct 2012||2|
|Portfolio Advisors Alliance||Boulder, CO||Feb 2010 - Oct 2012||2|
|Bedrock Development||Greenwood Village, CO||Sep 2009 - Jan 2010||< 1|
|College Pro Painters||Westminster, CO||Sep 2007 - Sep 2009||2|
|Banana Republic||Lakewood, CO||Feb 2009 - Jul 2009||< 1|
|College Pro Painters||Ames, IA||May 2005 - Sep 2007||2|
|Northwestern Mutual||Ames, IA||Jan 2007 - May 2007||< 1|
|Iowa State University||Ames, IA||Aug 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2010|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management11,801MILLIONS
Total Number of Accounts119,705ACCOUNTS
Average Account Value$98,584
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV
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