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AP

Andrew D. Papendieck

MARTIN CAPITAL PARTNERS
Eugene, OR 97401
Some features on this profile are disabled
CRD#: 1408187
AP

Professional summary


Andrew David Papendieck, who also goes by Andy Papendieck, is a registered financial advisor currently at MARTIN CAPITAL PARTNERS, LLC located in Eugene, Oregon.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Andrew has worked at 10 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Andy Papendieck

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Andy is also a Client Portfolio Manager at Martin Capital Partners, LLC, a wholly owned independently registered investment adviser that will dissolve 12/31/24. 2) Thrive Housing Network dba Agape Families; No, not-investment related; 2350 Oakmont Way, Suite 109, Eugene, Oregon 97401; To bring hope and stability to families impacted by incarceration. Thrive Housing Network; to provide supportive services and traditional housing to the vulnerable in our community; Board Member; Member; 05/21/2014; Approximately 4-5 hours per month; Board Related Matters.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Andrew David Papendieck's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

November 6, 2022 - Present

MARTIN CAPITAL PARTNERS, LLC

Office #1: 940 Willamette St, Suite 350 The Woolworth Building, Eugene, OR 97401
RIA
CRD#: 153452
Eugene, OR
Past

August 6, 2024 - July 8, 2025

WCM INVESTMENT MANAGEMENT

RIA
CRD#: 104702
Eugene, OR
Past

November 29, 2016 - November 18, 2022

SHEPPARD WEALTH MANAGEMENT, LLC

RIA
CRD#: 171444
Eugene, OR
Past

December 9, 2013 - February 2, 2017

AYOMA PAPENDIECK INVESTMENT ADVISERS

RIA
CRD#: 169466
EUGENE, OR
Past

October 14, 2011 - December 4, 2013

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
EUGENE, OR
Past

October 14, 2011 - December 4, 2013

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
EUGENE, OR
Past

January 3, 2011 - October 14, 2011

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
EUGENE, OR
Past

January 3, 2011 - October 14, 2011

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
EUGENE, OR
Past

August 4, 1997 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
EUGENE, OR
Past

May 16, 1997 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
EUGENE, OR
Past

July 31, 1993 - May 23, 1997

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

January 11, 1988 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

October 23, 1985 - January 22, 1988

WEDBUSH SECURITIES INC.

BD
CRD#: 877

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MC
MARTIN CAPITAL PARTNERS, LLC
MARTIN CAPITAL PARTNERS, LLC

CRD#: 153452 / SEC#: 801-71360

RIA
Registered Investment Advisory firm - (4/20/2010 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Oregon
(11/6/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/2/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/11/2012
General Securities Principal Examination

Current Firm


MC
MARTIN CAPITAL PARTNERS, LLC
MARTIN CAPITAL PARTNERS, LLC

CRD#: 153452 / SEC#: 801-71360

RIA
Registered Investment Advisory firm - (4/20/2010 Approved)
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Contact information


Main Address
940 Willamette St, Suite 350 The Woolworth Building, Eugene, OR 97401
Mailing Address
Phone number
(541) 636-4170
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (5 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MARTIN CAPITAL PARTNERS, LLC BROCHURE (8/12/2025)

Regulatory assets under management


Total Number of Accounts251
AUM (Assets Under Management)$ 95,931,613

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MARTIN CAPITAL PARTNERS, LLC

CRD#: 153452Eugene, OR 97401

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