Andy Saeger, financial advisor Milwaukee WI

Andy Saeger

CRD Number: 4542749
Current Firm: Lpl Financial LLC
Compensation Model: Fee Only

Andy Saeger (CRD# 4542749) is a Wealth Advisor working at Ellenbecker Investment Group in Pewaukee, WI and has over 16 years of experience in the finance industry.

Similar Advisors
Robyn Abel, financial advisor Milwaukee WI
Robyn T. Abel
CRD# 6857150
Landaas & Company
Similar Advisors
Naomi Ackley, financial advisor Milwaukee WI
Naomi K. Ackley
CRD# 6289332
Annex Wealth Management, LLC
Similar Advisors
Chad Afdahl, financial advisor Milwaukee WI
Chad L. Afdahl
CRD# 5625693
Robert W. Baird & Company Incorporated
Professional Designations
Company Name Location Dates Years
Lpl Financial, LLC Milwaukee, WI Mar 2021 - Current 3
Bmo Bank Na Milwaukee, WI Apr 2019 - Current 4
Bmo Harris Financial Advisors, Inc. Milwaukee, WI Apr 2019 - Mar 2021 1
Ellenbecker Investment Group, Inc. Pewaukee, WI Nov 2018 - Apr 2019 < 1
Charles Schwab Bank Brookfield, WI Oct 2006 - Nov 2018 12
Charles Schwab & Company, Inc. Brookfield, WI Sep 2006 - Nov 2018 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination Oct 2005
Contact Info for Andy W. Saeger
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
The map below shows states where this firm has explicit registration only.

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

Ready to hire a financial advisor? Get competitive proposals from Andy Saeger and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.