Andrew Degroot, financial advisor Wauwatosa WI
93 score

Andrew Degroot

CRD Number: 5393801
Current Firm: Spc

Andrew Degroot (CRD# 5393801) is an Investment Advisor Representative working at Spc in Wauwatosa, WI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Sigma Financial Corporation Ann Arbor, MI Aug 2013 - Current 3
Spc Ann Arbor, MI Aug 2013 - Current 3
Educators Credit Union Milwaukee, WI Jul 2008 - Aug 2013 5
Cuso Financial Services, LP San Diego, CA Jul 2008 - Aug 2013 5
Morgan Stanley Wauwatosa, WI Jul 2007 - Jul 2008 1
Not Employed Racine, WI May 2007 - Jun 2007 < 1
University Of Wisconsin Milwaukee Milwaukee, WI Sep 2006 - May 2007 < 1
Bode Financial Group Racine, WI Jul 2005 - Sep 2006 1
Andy's Lawn Care Racine, WI Apr 2000 - Sep 2006 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Andrew J. Degroot
Phone Number: 734-663-1611
Registered State(s):
  • FL
  • WI
By the Numbers
  • Total Assets Under Management
    1,987
    MILLIONS
  • Total Number of Accounts
    11,707
    ACCOUNTS
  • Average Account Value
    $169,758
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Other
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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