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Andrew Steven Meyers

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance PlanningBusiness OwnersCorporate Executives
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
356 advisors
Number of Clients
21,699 clients
Average Client Portfolio
$667K average
Assets Under Management
$14.5B

Fee Structure

Minimum Investment:$10K
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Location

1210 19th Ave. NW, Clinton, IA, 52732

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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 affiliated with Stratos Wealth Partners and First Wealth Financial Group as a registered investment advisor, spending nearly full-time on investment advisory services. He also works as an insurance agent selling health insurance and other non-variable insurance products, dedicating about a quarter of his time to this activity.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
March 2017 - Present · 8 yrs 11 mos
LPL Financial LLCBroker
August 2014 - Present · 11 yrs 6 mos
Previous Registrations
Nylife Securities LLCBroker
February 2011 - August 2014 · 3 yrs 6 mos
Chase Investment Services CORP.Broker
August 2005 - February 2009 · 3 yrs 6 mos
State Registrations28 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.