AW
CFP
AW
CFP

Andrew D Woolley

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
238 advisors
Number of Clients
14,112 clients
Average Client Portfolio
$397K average
Assets Under Management
$5.6B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
Loading...

Location

796 Lititz Pike, Lititz, PA, 17543

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

Andrew will operate under the name Directed Wealth Strategies at the branch location. He also works as an independent contractor with various insurance carriers for fixed insurance products.

Employment History
Current Registrations
Geneos Wealth Management, INC.
September 2016 - Present · 9 yrs 5 mos
Geneos Wealth Management, INC.Broker
September 2016 - Present · 9 yrs 5 mos
Previous Registrations
Personal Wealth Advisory, LLC
September 2016 - January 2024 · 7 yrs 4 mos
MML Investors Services, LLC
April 2016 - September 2016 · 5 mos
MML Investors Services, LLCBroker
December 2015 - September 2016 · 9 mos
State Registrations10 states
DEFLKSMENCNENYPATXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew D Woolley - Financial Advisor | TrueAdvisor