Andrew Wingerd (CRD# 6821492) is an Investment Advisor Representative working at Osaic Wealth, Inc. in New Brighton, MN and has over 2 years of experience in the finance industry.
CRD# 1411103
Adams-hansen & Associates
CRD# 2200954
Cetera Investment Advisers LLC
CRD# 4927341
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Dimensions Group, Inc. | New Brighton, MN | Jan 2022 - Current | 2 |
| Osaic Wealth, Inc. Fka Royal Alliance Associates, Inc. | El Dorado Hills, CA | Nov 2021 - Current | 2 |
| Financial Dimensions Group, Inc. | New Brighton, MN | Jun 2021 - Jan 2022 | < 1 |
| Saint John's University | Collegeville, MN | Aug 2017 - May 2021 | 3 |
| Financial Dimensions Group, Inc. | New Brighton, MN | Jun 2020 - Aug 2020 | < 1 |
| Kno Wood Works | Minneapolis, MN | May 2019 - Sep 2019 | < 1 |
| Financial Dimensions Group, Inc. | New Brighton, MN | Jun 2018 - Aug 2018 | < 1 |
| Financial Dimensions Group, Inc. | New Brighton, MN | Jun 2017 - Aug 2017 | < 1 |
| Highland Little League | St. Paul, MN | May 2014 - Aug 2017 | 3 |
| Cretin Derham Hall | St. Paul, MN | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- MN
- TX
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- 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
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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