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MA

Michael D. Andrews

ANDREWS WEALTH MANAGEMENT
Uniontown, OH 44685
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CRD#: 4210343
MA

Professional summary


Michael D Andrews, CFP® is a registered financial advisor currently at ANDREWS WEALTH MANAGEMENT, LLC located in Uniontown, Ohio.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Michael has worked at 3 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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) ANDREWS ADVISORS INC.; NOT INV REL; TAX, ACCTG AND WEALTH MGMT; PRESIDENT; SINCE 09/1999; 40 HRS/WK: 2) VIPER BASEBALL CLUB; NOT INV REL; WADSWORTH, OH; LITTLE LEAGUE TRAVEL BASEBALL TEAM; HEAD COACH; START DATE OF 07/2010; 48 HRS/MTH:

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michael D Andrews'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®
CFP®

Start date: 2004

Experience


Current

September 17, 2010 - Present

ANDREWS WEALTH MANAGEMENT, LLC

Office #1: 1549 Boettler Road Suite C, Uniontown, OH 44685
RIA
CRD#: 154911
Uniontown, OH
Past

July 20, 2000 - September 13, 2010

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
AKRON, OH
Past

July 10, 2000 - September 13, 2010

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
AKRON, OH

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
Ohio
(9/17/2010)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/9/2000
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


AW
ANDREWS WEALTH MANAGEMENT, LLC
ANDREWS WEALTH MANAGEMENT, LLC

CRD#: 154911 / SEC#:

Ohio
Registered Investment Advisory firm - (9/17/2010 Approved)
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Contact information


Main Address
1549 Boettler Road Suite C, Uniontown, OH 44685
Mailing Address
Phone number
(330) 644-9000
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts80
AUM (Assets Under Management)$ 15,953,367

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


ANDREWS WEALTH MANAGEMENT, LLC

CRD#: 154911Uniontown, OH 44685

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