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Andrew M Mccloskey

19 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
94 advisors
Number of Clients
5,401 clients
Average Client Portfolio
$716K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

3925 Fountains Blvd Ne, Suite 200, Cedar Rapids, IA, 52411

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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 owns St. Joseph Realty Partners, LLC, McCloskey Financial Group, LLC, and is a director at Elkins & Co LP. He also holds positions at several charitable foundations, including Ambassadors Fund for Catholic Education, Martin Deporres Foundation, and James A Finnegan Foundation; McCloskey Financial Group takes about a quarter of Andrew's time.

Employment History
Current Registrations
Nations Financial Group, INC.Broker
September 2019 - Present · 6 yrs 5 mos
Nations Financial Group, INC.
September 2019 - Present · 6 yrs 5 mos
Nations Financial Group, INC.
September 2019 - Present · 6 yrs 5 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
April 2008 - September 2019 · 11 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
April 2008 - September 2019 · 11 yrs 5 mos
Wachovia Securities Financial Network, LLC
March 2008 - March 2008 · 0 mos
Wachovia Securities Financial Network, LLCBroker
March 2008 - March 2008 · 0 mos
Wachovia Securities, LLC
June 2006 - March 2008 · 1 yr 9 mos
Wachovia Securities, LLCBroker
April 2006 - March 2008 · 1 yr 11 mos
State Registrations10 states
CACOFLILMANJNYPATXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.