Andrew M. Shenberg

ANDERSON HOAGLAND & CO

St Louis, MO 63124

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CRD#: 4656537

Professional summary

Andrew Michael Shenberg, CFP® is a registered financial advisor currently at ANDERSON HOAGLAND & CO located in St Louis, Missouri.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Andrew has worked at 11 firms and has passed the Series 66, SIE and Series 7 exams.

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)KRILOGY FINANCIAL, LLC (OBA) FOR INVESTMENT RELATED BUSINESS; 375 N. Lindberg, Ste. 20, St. Louis, MO 63141; INVESTMENT ADVISORY BUSINESS; FINANCIAL ADVISOR, BEGAN 11/2012; 160 HOURS/MO; CONDUCT ADVISORY BUSINESS THROUGH RIA 2)Krilogy Financial, LLC, DBA for investment related activity 3)RENTAL INCOME 10/2009. 5 HOURS/MONTH AND NONE DURING TRADING HOURS. NOT INVESTMENT RELATED. ST LOUIS, MO. MANAGE PROPERTIES AND TENANTS. 4)Shenberg Enterprises LLC, investment related; 1516 Royal Crest Court, Chesterfield, MO 63017; Limited ownership in Krilogy Financial; 1/28/2020; Zero hours a month during trading hours, less than 1 hour a month during non-trading hours; Member/Manager of LLC for purpose of dividends, taxes etc.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Michael Shenberg'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®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

February 3, 2023 - Present

ANDERSON HOAGLAND & CO

Office #1: 9811 South Forty Drive, Suite 200, St Louis, MO 63124

CRD#: 17587

DALLAS, TX

Past

July 31, 2003 - March 11, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

CHESTERFIELD, MO

Past

June 30, 2003 - March 11, 2004

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

June 30, 2003 - March 11, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

ANDERSON HOAGLAND & CO

CRD#: 105157 / SEC#: 801-15073

RIA

Registered Investment Advisory firm - (3/4/1980 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

Missouri
(2/3/2023)

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 66

Date: 7/30/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/26/2003

General Securities Representative Examination

Current Firm

ANDERSON HOAGLAND & CO

CRD#: 105157 / SEC#: 801-15073

RIA

Registered Investment Advisory firm - (3/4/1980 Approved)

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Contact information

Main Address

9811 South Forty Drive, Suite 200, St Louis, MO 63124

Mailing Address

Phone number

(314) 726-2107

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ANDERSON HOAGLAND FEBRUARY 2025 BROCHURE (2/7/2025)

Regulatory assets under management

Total Number of Accounts	383
AUM (Assets Under Management)	$ 1,241,084,228

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/02/2025	Cover Page	Report
02/27/2025	Cover Page	Report

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

Andrew M. Shenberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Michael Shenberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAXONY SECURITIES, INC.

KRILOGY

PURSHE KAPLAN STERLING INVESTMENTS

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

SUNSET FINANCIAL SERVICES, INC.

SUNSET FINANCIAL SERVICES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

MOMENTUM INDEPENDENT NETWORK INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

ANDERSON HOAGLAND & CO

State Registrations and Notice Filings

Exams

Series 66

Date: 7/30/2003

SIE

Date: 10/1/2018

Series 7

Date: 6/26/2003

Current Firm

ANDERSON HOAGLAND & CO

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ANDERSON HOAGLAND & CO

TRUST BUT VERIFY

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