AB
AB

Andrew Grennan Beaugard

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
420 advisors
Number of Clients
68,678 clients
Average Client Portfolio
$132K average
Assets Under Management
$9.0B

Fee Structure

Minimum Investment:$2K
Financial Planning:Investment management only
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Location

3130 Broadway, Kansas City, MO, 64111

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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 a non-producing licensed sales assistant and regional director at Forrest T. Jones & Co. Inc., focusing on securities, insurance, health and life insurance sales, employee benefits, and services for retired Missouri educators. He dedicates minimal time as a sales assistant and full-time hours as a regional director.

Employment History
Current Registrations
Planmember Securities CorporationBroker
June 2020 - Present · 5 yrs 8 mos
Planmember Securities Corporation
June 2020 - Present · 5 yrs 8 mos
Previous Registrations
National Pension & Group Consultants, INC.
December 2012 - June 2020 · 7 yrs 6 mos
National Pension & Group Consultants, INCBroker
December 2012 - October 2018 · 5 yrs 10 mos
National Pension & Group Consultants, INC.
May 2008 - December 2010 · 2 yrs 7 mos
Ftj Fundchoice, LLC
February 2007 - November 2012 · 5 yrs 9 mos
National Pension & Group Consultants, INCBroker
July 2005 - December 2010 · 5 yrs 5 mos
State Registrations1 state
MO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.