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 8 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||3|
|Tiaa||South Bend, IN||Mar 2013 - Current||3|
|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