Dennis AndresCRD Number: 5484250
Current Firm: Advice And Planning Services
Dennis Andres (CRD# 5484250) is an Investment Advisor Representative working at Advice And Planning Services in South Bend, IN and has over 9 years of experience in the finance industry.
Creative Financial Designs, Inc.
Raymond James & Associates, Inc.
Integrated Financial Planning Solutions, LLC
|Tiaa-cref Individual & Institutional Services, LLC||South Bend, IN||Mar 2013 - Current||4|
|Tiaa||South Bend, IN||Mar 2013 - Current||4|
|Metlife Securities Inc.||South Bend, IN||Apr 2012 - Mar 2013||< 1|
|Morgan Stanley Smith Barney||South Bend, IN||Jun 2009 - Apr 2012||2|
|Sharp Concepts Inc.||Rochester, NY||Dec 2001 - Apr 2012||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2008|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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