AR
CFP
AR
CFP

Andre Rene Ramirez

14 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
167 advisors
Number of Clients
16,688 clients
Average Client Portfolio
$561K average
Assets Under Management
$9.4B

Fee Structure

Loading...

Location

21515 Hawthorne Blvd, Ste 200, Torrance, CA, 90503

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Andre is an insurance agent selling life insurance, disability, and long-term care insurance, dedicating about 10-20% of his time to this activity. He also works full-time providing wealth management, financial planning, and investment advisory services for The Ameriflex Group and Mancuso Wealth Management LLC.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2025 - Present · 8 mos
The Ameriflex Group
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Osaic Wealth, INC.Broker
September 2023 - July 2025 · 1 yr 10 mos
Sagepoint Financial, INC.Broker
April 2022 - September 2023 · 1 yr 5 mos
U.S. Bancorp Investments, INC.
December 2019 - April 2022 · 2 yrs 4 mos
U.S. Bancorp Investments, INC.Broker
August 2016 - April 2022 · 5 yrs 8 mos
J.P. Morgan Securities LLCBroker
December 2014 - August 2016 · 1 yr 8 mos
Northwestern Mutual Investment Services,llc
June 2008 - April 2010 · 1 yr 10 mos
Northwestern Mutual Investment Services, LLCBroker
May 2008 - April 2010 · 1 yr 11 mos
Wells Fargo Investments, LLC
May 2007 - February 2008 · 9 mos
Wells Fargo Investments, LLCBroker
January 2007 - February 2008 · 1 yr 1 mo
State Registrations7 states
AZCAMDNCNVPATN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.