Andrew McGuire (CRD# 7168853) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Oakdale, MN and has 1 year of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Oakdale, MN | Jun 2021 - Current | 2 |
| Creighton University | Omaha, NE | Aug 2017 - May 2021 | 3 |
| Td Ameritrade | Omaha, NE | Sep 2019 - Apr 2021 | 1 |
| Rainbow Treecare | Minnetonka, MN | May 2019 - Aug 2019 | < 1 |
| Crown Bank | Edina, MN | May 2018 - Jan 2019 | < 1 |
| Waters Restaurant Group | Edina, MN | Sep 2016 - Jan 2018 | 1 |
| Edina Public Schools | Edina, MN | Sep 2005 - May 2017 | 11 |
| Players Only Inc. | Eden Prairie, MN | Sep 2013 - Sep 2016 | 3 |
| Edina Baseball Association | Edina, MN | Jun 2015 - Aug 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- MN
- TX
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Total Assets Under Management652,548MILLIONS
-
Total Number of Accounts1,712,247ACCOUNTS
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Average Account Value$381,106
- A percentage of assets under your management
- 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
- 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, VT, WA, WI, WV, WY
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