Wellspring Financial, LLC
Wellspring Financial, LLC (CRD# 288023) is a financial advisory firm headquartered in , . They manage $32,794,734 in 168 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management33MILLION
Total Number of Accounts168ACCOUNTS
Average Account Value$195,207
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, MA, NY
Brian Andrus (CRD# 1450626) is an Investment Advisor Representative working at Wellspring Financial, LLC in Guilford, CT and has over 21 years of experience in the finance industry. Brian Andrus has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Matthew Dreier (CRD# 6945334) is an Investment Advisor Representative working at Wellspring Financial, LLC in Simsbury, CT and has over 3 years of experience in the finance industry.
Michael Puckly (CRD# 1451656) is an Investment Advisor Representative working at Wellspring Financial, LLC in South Windsor, CT and has 1 year of experience in the finance industry.