AE
ChFC
AE
ChFC

Andrew Geist Eakin

26 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

873 E. State Street, Eagle, ID, 83616

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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.

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Other Business ActivitiesSells Insurance

Andrew sells life and disability insurance, dedicating minimal time to this activity. He also works as an independent RIA, manages Wealth Management Associates, is a limited partner in PAS Associates, is executor of his parents' estate, and is an assistant JV lacrosse coach.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Continuum Advisory, LLC
August 2016 - Present · 9 yrs 6 mos
Previous Registrations
Triad Advisors LLCBroker
November 2017 - August 2024 · 6 yrs 9 mos
Signator Investors, INC.Broker
May 2016 - November 2017 · 1 yr 6 mos
Signator Investors, INC.
May 2016 - November 2017 · 1 yr 6 mos
Transamerica Financial Advisors, INC.
August 2011 - May 2016 · 4 yrs 9 mos
Transamerica Financial Advisors, INCBroker
August 2011 - May 2016 · 4 yrs 9 mos
NFP Securities, INC.
October 2006 - July 2011 · 4 yrs 9 mos
NFP Securities, INC.Broker
February 2006 - July 2011 · 5 yrs 5 mos
Northwestern Mutual Investment Services, LLCBroker
October 2002 - December 2005 · 3 yrs 2 mos
J.P. Morgan Securities INC.Broker
February 2001 - May 2001 · 3 mos
J.P. Morgan Securities INC.Broker
February 2000 - May 2002 · 2 yrs 3 mos
Hambrecht & Quist LLCBroker
October 1998 - February 2000 · 1 yr 4 mos
State Registrations22 states
CACTFLGAIDILINMDMNMTNCNDNJNVNYOHORPATXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.