Andrew David Papendieck
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Andy Papendieck
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
41 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
MARTIN CAPITAL PARTNERS, LLC
Contact Information
Main Address
940 Willamette St, Suite 350 The Woolworth Building, Eugene, OR 97401Phone Number
(541) 636-4170# of Employees
4SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
507AUM (Assets Under Management)
$290,481,718Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
MARTIN CAPITAL PARTNERS, LLC
State Registrations and Notice Filings
(11/6/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Andrew David Papendieck's CRS (Customer Relationship Summary).
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CETERA INVESTMENT ADVISERS LLC
