Andrew Burgess, financial advisor Brookfield WI
90 score

Andrew Burgess

CRD Number: 6188938
Current Firm: Ameriprise Financial Services, Inc.

Andrew Burgess (CRD# 6188938) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Brookfield, WI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Midwestern Securities Trading Co East Peoria, IL Mar 2016 - Jul 2017 1
Pnc Investments Springfield, IL Sep 2015 - Jul 2017 1
Pnc Bank Springfield, IL Sep 2015 - Jul 2017 1
Northwestern Mutual Investment Services, LLC Peoria, IL Sep 2014 - Aug 2015 < 1
Northwestern Mutual Investment Services, LLC Peroria, IL Feb 2014 - Aug 2015 1
Douglas Shannon Peoria, IL Jan 2014 - Aug 2015 1
Douglas Shannon Peoria, IL Oct 2013 - Jan 2014 < 1
Dunhams Sports Pekin, IL Aug 2013 - Dec 2013 < 1
Gumbys Pizza Bloomington, IL Jun 2013 - Sep 2013 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2013 - Aug 2013 < 1
Douglas Shannon Peoria, IL Apr 2013 - May 2013 < 1
Pro Image Sports Bloomington, IL Aug 2009 - May 2013 3
Slages Lawn Service Hopedale, IL May 2010 - Aug 2011 1
Hot Stuff Foods Tremont, IL May 2008 - Aug 2010 2
Koch Family Medicine Morton, IL Sep 2008 - May 2010 1
Homeway Homes Deer Creek, IL May 2009 - Aug 2009 < 1
Tremont School District Tremont, IL Aug 2003 - May 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Andrew J. Burgess
Phone Number: 612-671-3131
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    198,081
    MILLIONS
  • Total Number of Accounts
    1,126,912
    ACCOUNTS
  • Average Account Value
    $175,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Publication of periodicals or newsletters
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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