AP
AP

Andrew James Pleune

5 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
440 advisors
Number of Clients
11,822 clients
Average Client Portfolio
$164K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

570 Polaris Pkwy Ste 100, Westerville, OH, 43082

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Andrew is an agent for Bankers Life & Casualty Company and KFA, selling life insurance, health insurance, Medicare Supplement, and annuity products, which takes more than full-time hours. He is also the secretary for Amspirit Business Connections, a networking group, dedicating minimal time to this role.

Employment History
Current Registrations
Bankers Life Advisory Services, INC.
July 2023 - Present · 2 yrs 7 mos
Bankers Life Securities, INC.Broker
September 2020 - Present · 5 yrs 5 mos
State Registrations2 states
FLOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.