AA
AA

Andrew Lee Arehart

29 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
3,533 clients
Average Client Portfolio
$134K average
Assets Under Management
$473.7M

Fee Structure

Loading...

Location

medina, OH

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Andrew provides pension-related services through Clinical 403b Retirement, dedicating a significant portion of his time to this investment-related activity. He also offers consulting services as an agent for Metro Public Adjustment Inc., spending about 10-20% of his time on this non-investment related activity.

Employment History
Current Registrations
Wealth Watch Advisors, INC
June 2020 - Present · 5 yrs 8 mos
Previous Registrations
Money Concepts Advisory Service
January 2017 - June 2020 · 3 yrs 5 mos
Money Concepts Capital CORPBroker
January 2017 - June 2020 · 3 yrs 5 mos
LPL Financial LLC
September 2013 - January 2017 · 3 yrs 4 mos
LPL Financial LLCBroker
September 2013 - January 2017 · 3 yrs 4 mos
Firstmerit Advisors, INC.
July 2013 - September 2013 · 2 mos
Firstmerit Financial Services, INCBroker
July 2013 - September 2013 · 2 mos
PNC Investments
February 2011 - July 2013 · 2 yrs 5 mos
PNC InvestmentsBroker
February 2011 - July 2013 · 2 yrs 5 mos
AXA Advisors, LLC
July 2003 - February 2011 · 7 yrs 7 mos
AXA Advisors, LLCBroker
July 2003 - February 2011 · 7 yrs 7 mos
Financial Network Group LTD
November 2002 - August 2003 · 9 mos
Royal Alliance Associates, INC.Broker
July 2002 - August 2003 · 1 yr 1 mo
AXA Advisors, LLCBroker
December 1995 - July 2002 · 6 yrs 7 mos
The Equitable Life Assurance Society of the United StatesBroker
December 1995 - January 2000 · 4 yrs 1 mo
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.