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Andrew John Degroot

17 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
474 advisors
Number of Clients
30,881 clients
Average Client Portfolio
$183K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
Minimum Annual Fee:$25
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Location

300 Parkland Plaza, Ann Arbor, MI, 48103

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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 owns three rental properties and spends minimal time on them. He is also an independently licensed insurance agent and a seasonal farm crew member at Happy Day FarmHaus, dedicating about 10-20% of his time, with half of that during market hours.

Employment History
Current Registrations
Spc
August 2013 - Present · 12 yrs 6 mos
Sigma Financial CorporationBroker
August 2013 - Present · 12 yrs 6 mos
Previous Registrations
Cuso Financial Services, L.P.
February 2009 - October 2013 · 4 yrs 8 mos
Cuso Financial Services, L.P.Broker
July 2008 - October 2013 · 5 yrs 3 mos
Morgan Stanley & CO., IncorporatedBroker
September 2007 - November 2007 · 2 mos
State Registrations2 states
FLWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.