Andrew P. Loechl

EAGLE HARBOR ASSET MANAGEMENT

SEATTLE, WA 98104

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CRD#: 1990122

Professional summary

Andrew Patrick Loechl, who also goes by Andrew P Loechl, is a registered financial advisor currently at EAGLE HARBOR ASSET MANAGEMENT, INC. located in Seattle, Washington and TURLOFF FINANCIAL CONSULTING INC. located in Seattle, Washington.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Andrew has worked at 5 firms and has passed the Series 63, Series 6, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew P Loechl

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Patrick Loechl'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

August 9, 2000 - Present

EAGLE HARBOR ASSET MANAGEMENT, INC.

Office #1: 800 Fifth Avenue #4100 Suite 4100, Seattle, WA 98104

RIA

CRD#: 108089

SEATTLE, WA

Current

March 21, 2011 - Present

TURLOFF FINANCIAL CONSULTING INC.

Office #1: 800 5th Ave Suite 4100, Seattle, WA 98104

RIA

CRD#: 117465

SEATTLE, WA

Past

April 1, 1996 - September 5, 1996

U.S. BANCORP ADVISORS, LLC

CRD#: 14455

GLENDALE, CA

Past

April 27, 1994 - April 1, 1996

BANCAL INVESTMENT SERVICES, INC.

CRD#: 17122

Past

November 21, 1989 - March 23, 1990

BNP PARIBAS PRIME BROKERAGE, INC.

CRD#: 24962

NEW YORK, NY

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".

TURLOFF FINANCIAL CONSULTING INC.

CRD#: 117465 / SEC#: 801-120385

RIA

Registered Investment Advisory firm - (2/26/2021 Approved)

California

Registered Investment Advisory firm - (4/2/2021 Terminated)

Florida

Registered Investment Advisory firm - (3/3/2021 Terminated)

Texas

Registered Investment Advisory firm - (3/3/2021 Terminated)

Washington

Registered Investment Advisory firm - (4/3/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Washington
(8/9/2000)

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

State Security Law Exam

Series 63

Date: 5/10/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 4/25/1994

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 3

Date: 2/26/1990

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 11/18/1989

General Securities Representative Examination

Current Firm

TURLOFF FINANCIAL CONSULTING INC.

CRD#: 117465 / SEC#: 801-120385

RIA

Registered Investment Advisory firm - (2/26/2021 Approved)

California

Registered Investment Advisory firm - (4/2/2021 Terminated)

Florida

Registered Investment Advisory firm - (3/3/2021 Terminated)

Texas

Registered Investment Advisory firm - (3/3/2021 Terminated)

Washington

Registered Investment Advisory firm - (4/3/2021 Terminated)

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Contact information

Main Address

Kingston, WA

Mailing Address

Po Box 829, Poulsbo, WA 98370

Phone number

(206) 842-1422

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART II (10/13/2025)

Regulatory assets under management

Total Number of Accounts	256
AUM (Assets Under Management)	$ 145,307,599

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.

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Firm Stability Insights

Andrew P. Loechl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Patrick Loechl's CRS (Customer Relationship Summary).

Certified licenses

Experience

TURLOFF FINANCIAL CONSULTING INC.

U.S. BANCORP ADVISORS, LLC

BANCAL INVESTMENT SERVICES, INC.

BNP PARIBAS PRIME BROKERAGE, INC.

Primary Firm SEC Registration

TURLOFF FINANCIAL CONSULTING INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 5/10/1994

Series 6

Date: 4/25/1994

Series 3

Date: 2/26/1990

Series 7

Date: 11/18/1989

Current Firm

TURLOFF FINANCIAL CONSULTING INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TURLOFF FINANCIAL CONSULTING INC.

TRUST BUT VERIFY

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