Andrew Schroeder
CRD Number: 6533548Current Firm: Fidelity Personal And Workplace Advisors
Compensation Model: Both
Andrew M Schroeder (CRD# 6533548 CA Insurance #0K74538) is an Investment Advisor Representative and General Securities Representative working at Ameriprise Financial Services, Inc. in Irvine, CA, and Los Angeles, CA.
As a part of an Accredited Wealth Management, Ameriprise Platinum Financial Services® Practice, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on knowledgeable advice, ongoing financial planning, and personalized asset management strategies. I will help you identify and prioritize your goals, and we'll build a financial plan to pursue those goals. Once a plan is in place, I will help you track your progress and make adjustments as your life and the markets change so you can focus on living and enjoying your life.
I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers.Working together, we'll essentially design a roadmap for your financial life and help you navigate through it to reach your goals.
After attending Southern Methodist University and Oxford University, Mr. Schroeder joined Ameriprise Financial and is part of a successful practice recently ranked by U.S. News & World Report as a Top 200 Practice.
He provides services to a number of organizations including the Harbor Dental Society, the California Association of Nurse Practitioners, the California Dental Hygienists' Association, the Orange County Bar Association, and the Children's Cancer Research Fund.
His professional associations include:
- Association of Asset Management Professionals - AMP
- Accounting And Finance Professionals (AAFP)
- Certified Financial Planner Board of Standards, Inc.
- Finance Plus: Private Equity, Venture Capital and M&A
- The Global Equity Organization
- Southern Methodist University Alumni Association
- Sigma Chi Alumni Association
He specializes in:
- Investment Management
- Tax Planning Strategies
- Small Business Planning
- Retirement and Social Security Income Strategies
- Saving for Education and College Preparation
- Business Retirement Plans
- Insurance Analysis
- Family Finances
- Sudden Wealth
- Trust, Estate and Legacy Planning
Mr. Schroeder lives in Yorba Linda, CA and enjoys going on runs, soccer, college football, fishing, rock climbing, live music, and traveling.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | Brea, CA | Aug 2018 - Current | 5 |
| Ameriprise Financial Services, Inc. | Long Beach, CA | Jul 2015 - May 2018 | 2 |
| Enterprise Holdings, Inc. | Los Angeles, CA | Jun 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
- CA
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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