Andrew Sauer (CRD# 7785803) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Pittsburg, KS and has 1 year of experience in the finance industry.
CRD# 6242965
Edward Jones
CRD# 2684147
Osaic Wealth, Inc.
CRD# 4252381
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concurrent Investment Advisors LLC | Pittsburg, KS | Jul 2023 - Current | < 1 |
| Sauer Wealth Management | Pittsburg, KS | Jul 2023 - Current | < 1 |
| Boardwalk Investments Group | Costa Mesa, CA | Oct 2020 - Current | 3 |
| United Airlines | Chicago, IL | Jan 2020 - Aug 2020 | < 1 |
| Pwc | Irvine, CA | Oct 2016 - Jan 2020 | 3 |
| Deloitte | Denver, CO | Sep 2015 - Sep 2016 | 1 |
| Student | Siloam Springs, AR | Sep 2011 - Sep 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- CA
- KS
-
Total Assets Under Management6,257MILLIONS
-
Total Number of Accounts18,097ACCOUNTS
-
Average Account Value$345,746
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
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