Andre M. Markusfeld

STONEBRIDGE FINANCIAL SOLUTIONS,

LONE TREE, CO 80124

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CRD#: 2507068

Professional summary

Andre Michael Markusfeld, who also goes by Andre M. Markusfeld, Andre Micheal Markusfeld, Andy Markusfeld, is a registered financial advisor currently at STONEBRIDGE FINANCIAL SOLUTIONS, INC located in Lone Tree, Colorado.

Andre is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Andre has worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andre M. Markusfeld | Andre Micheal Markusfeld | Andy Markusfeld

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.

LIFE INSURANCE - COMMISSION BASED - LIFE AND FIXED. PART TIME

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andre Michael Markusfeld's 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

March 7, 2022 - Present

STONEBRIDGE FINANCIAL SOLUTIONS, INC

Office #1: 9896 Rosemont Avenue, Ste #101, Lone Tree, CO 80124

RIA

CRD#: 139911

LONE TREE, CO

Past

June 20, 2006 - December 31, 2021

STONEBRIDGE FINANCIAL SOLUTIONS, INC

RIA

CRD#: 139911

LONE TREE, CO

Past

April 24, 2006 - March 12, 2008

SILVER OAK SECURITIES, INCORPORATED

CRD#: 46947

JACKSON, TN

Past

March 16, 2005 - April 26, 2006

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

LONE TREE, CO

Past

March 16, 2005 - April 26, 2006

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CONSHOHOCKEN, PA

Past

September 4, 2002 - March 11, 2005

SIGNATOR INVESTORS, INC.

RIA

CRD#: 468

ENGLEWOOD, CO

Past

August 2, 2002 - March 11, 2005

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Past

February 7, 2000 - August 27, 2002

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

DENVER, CO

Past

March 31, 1995 - August 27, 2002

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

July 13, 1994 - May 26, 1995

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

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

Colorado
(3/7/2022)

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

State Security Law Exam

IAR

Series 65

Date: 12/20/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/26/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/14/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/12/1994

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 51

Date: 3/30/2004

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 8/21/2003

General Securities Principal Examination

Current Firm

STONEBRIDGE FINANCIAL SOLUTIONS, INC

STONEBRIDGE FINANCIAL SOLUTIONS, INC | STONEBRIDGE FINANCIAL SOLUTIONS, LLC | STONEBRIDGE FINANCIAL SOLUTIONS, INC.

CRD#: 139911 / SEC#:

Colorado

Registered Investment Advisory firm - (6/20/2006 Approved)

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Contact information

Main Address

9896 Rosemont Avenue, Ste #101, Lone Tree, CO 80124

Mailing Address

Phone number

(720) 895-8200

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	335
AUM (Assets Under Management)	$ 28,775,229

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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Advisor Monitoring

Firm Stability Insights

Andre M. Markusfeld

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andre Michael Markusfeld's CRS (Customer Relationship Summary).

Certified licenses

Experience

STONEBRIDGE FINANCIAL SOLUTIONS, INC

SILVER OAK SECURITIES, INCORPORATED

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

GUARDIAN INVESTOR SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/20/1999

Series 63

Date: 7/26/1994

Series 7

Date: 12/14/1998

Series 6

Date: 7/12/1994

Series 51

Date: 3/30/2004

Series 24

Date: 8/21/2003

Current Firm

STONEBRIDGE FINANCIAL SOLUTIONS, INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STONEBRIDGE FINANCIAL SOLUTIONS, INC

TRUST BUT VERIFY

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