AI
CFP
AI
CFP

Andrew Robert Ishmael

18 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
205 advisors
Number of Clients
9,865 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$15.0B

Fee Structure

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Location

10900 Manchester Rd, Suite 100, Kirkwood, MO, 63122

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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 Activities

Andrew leads men's leadership development training, dedicating minimal time to it. This activity does not occur during trading hours.

Employment History
Current Registrations
Summit Financial, LLC
November 2024 - Present · 1 yr 3 mos
Private Client Services, LLCBroker
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Genex Consulting
June 2023 - March 2025 · 1 yr 9 mos
Edward Jones
August 2007 - June 2023 · 15 yrs 10 mos
Edward JonesBroker
May 2007 - June 2023 · 16 yrs 1 mo
State Registrations9 states
AZCAFLILMIMONEOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.