Andrew Koistinen, financial advisor Spearfish SD

Andrew Koistinen

CRD Number: 6350767
Current Firm: Waddell & Reed

Andrew Koistinen (CRD# 6350767) is an Investment Advisor Representative working at Waddell & Reed in Spearfish, SD and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Akh&h LLC Spearfish, SD Feb 2020 - Current < 1
Spearfish Optimist Club Spearfish, SD Jul 2019 - Current 1
Spearfish Chamber Of Commerce Spearfish, SD Jan 2019 - Current 1
Various Insurance Carriers For W & R Insurance Agencies Spearfish, SD Apr 2015 - Current 5
Waddell & Reed, Inc. Spearfish, SD Jun 2014 - Current 6
Canyon Wealth Group LLC Spearfish, SD Jan 2019 - Mar 2019 < 1
Habitat For Humanity Watertown, SD Oct 2017 - Oct 2017 < 1
Dakota Platics Watertown, SD Jun 2005 - Jan 2015 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2015
Contact Info for Andrew A. Koistinen
Phone Number: 913-236-2000
Registered State(s):
  • CA
  • DC
  • FL
  • IL
  • MN
  • ND
  • SD
  • VA
By the Numbers
  • Total Assets Under Management
    26,947
    MILLIONS
  • Total Number of Accounts
    180,314
    ACCOUNTS
  • Average Account Value
    $149,446
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
  • Pension consulting services
  • 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, VI, VT, WA, WI, WV, WY

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