
Andrew Doffing (CRD# 7202892) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Overland Park, KS and has over 3 years of experience in the finance industry.

CRD# 2074636
Financial Partners Group, Inc.

CRD# 1380183
Creative Planning

CRD# 5216324
Mariner Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Overland Park, KS | Dec 2021 - Current | 1 |
Phoenix Construction LLC | Lenexa, KS | Jul 2020 - Dec 2021 | 1 |
Td Ameritrade | Saint Louis, MO | Dec 2019 - Jul 2020 | < 1 |
Student | Wichita, KS | Jun 2019 - Dec 2019 | < 1 |
Denewiler Capital Management | Denver, CO | Oct 2018 - May 2019 | < 1 |
Wichtita State University | Wichita, KS | Jan 2017 - May 2019 | 2 |
Strategic Financial Concepts | Wichita, KS | Apr 2018 - Apr 2019 | 1 |
Wesley Medical Center | Wichita, KS | Jan 2016 - Feb 2017 | 1 |
Unemployed | Wichita, KS | Nov 2015 - Jan 2016 | < 1 |
Stability Health Care | Los Angeles, CA | Dec 2014 - Nov 2015 | < 1 |
Emerald Health Services | El Segundo, CA | May 2014 - Oct 2015 | 1 |
Emerald Health Services | El Segundo, CA | May 2012 - Oct 2015 | 3 |
Unemployed | Wichita, KS | May 2015 - Aug 2015 | < 1 |
U.s. Nursing | Denver, CO | Aug 2014 - May 2015 | < 1 |
Unemployed | Wichita, KS | Oct 2014 - Dec 2014 | < 1 |
St. Lukes Hospital | Lee's Summit, MO | Nov 2013 - Dec 2013 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2020 |
S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- KS
- TX
-
Total Assets Under Management652,548MILLIONS
-
Total Number of Accounts1,712,247ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.