Andrew Ishmael (CRD# 4289550) is an Investment Advisor Representative working at Genex Consulting in Kirkwood, MO and has over 16 years of experience in the finance industry. Andrew Ishmael 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# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | Kirkwood, MO | Jun 2023 - Current | < 1 |
| Genex Consulting | Kirkwood, MO | Jun 2023 - Current | < 1 |
| Edward Jones | St. Louis, MO | Nov 2013 - Jun 2023 | 9 |
| Missouri Army National Guard | Kansas City, MO | Sep 1996 - Jul 2014 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- MO
-
Total Assets Under Management605MILLIONS
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Total Number of Accounts2,465ACCOUNTS
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Average Account Value$245,631
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, FL, IA, IL, IN, KS, LA, MO, NC, NE, NY, OH, OK, OR, TN, TX, WA
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