Andrew Doffing, financial advisor Overland Park KS

Andrew Doffing

CRD Number: 7202892
Current Firm: Fidelity Personal And Workplace Advisors

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.

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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
Contact Info for Andrew C. Doffing
Phone Number: 617-563-7000
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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