AK
AK

Andrew Joseph Kathol

21 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
299 clients
Average Client Portfolio
$3.7M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$1M
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Location

1980 Festival Plaza Drive, Suite 300, Las Vegas, NV, 89135

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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 is an independent insurance agent since 2022, selling various insurance products. This takes about a quarter of his time.

Employment History
Current Registrations
One Wealth Map, LLC
April 2025 - Present · 10 mos
Previous Registrations
Advisor Share Wealth Management, LLC
October 2024 - April 2025 · 6 mos
Sequent Planning, LLC
August 2022 - October 2024 · 2 yrs 2 mos
Cambridge Investment Research, INC.Broker
August 2021 - June 2022 · 10 mos
Adaptation Financial Advisors INC.
August 2021 - June 2022 · 10 mos
TD Ameritrade Investment Management, LLC
January 2014 - April 2021 · 7 yrs 3 mos
TD Ameritrade, INC.
January 2014 - April 2021 · 7 yrs 3 mos
TD Ameritrade, INC.Broker
April 2006 - April 2021 · 15 yrs
Ameritrade, INC.Broker
February 2004 - April 2006 · 2 yrs 2 mos
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.