AR

Andres E. Roodveldt

ENSIGN ADVISORY PARTNERS
Gilbert, AZ 85297
Some features on this profile are disabled
CRD#: 5222159
AR

Professional summary


Andres E Roodveldt, who also goes by Andres Roodveldt, Andrew Roodveldt, is a registered financial advisor currently at ENSIGN ADVISORY PARTNERS LLC located in Gilbert, Arizona.

Andres is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Andres has worked at 7 firms and has passed the Series 65, Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Andres Roodveldt | Andrew Roodveldt

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.

CRS (Client Relationship Summary) - RIA


Click below to view Andres E Roodveldt'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 24, 2026 - Present

ENSIGN ADVISORY PARTNERS LLC

Office #1: 111 E. Rivulon Blvd. Suite 103b, Gilbert, AZ 85297
RIA
CRD#: 325650
Gilbert, AZ
Past

March 3, 2022 - January 23, 2026

ZENITH WEALTH ADVISORS

RIA
CRD#: 318330
SCOTTSDALE, AZ
Past

June 28, 2019 - October 29, 2019

BOK FINANCIAL PRIVATE WEALTH, INC.

RIA
CRD#: 106733
DENVER, CO
Past

June 18, 2018 - October 29, 2019

COBIZ WEALTH

RIA
CRD#: 125910
Phoenix, AZ
Past

February 1, 2010 - April 19, 2010

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
PHOENIX, AZ
Past

January 25, 2010 - April 19, 2010

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
PHOENIX, AZ
Past

October 23, 2007 - July 14, 2008

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
BERKELEY, CA
Past

August 10, 2007 - July 14, 2008

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
BERKELEY, CA
Past

November 10, 2006 - July 18, 2007

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SAN FRANCISCO, CA

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
Arizona
(3/24/2026)

Exams


State Security Law Exam
State Security Law Exam
RR
IAR
Series 66
Date: 10/16/2007
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


EA
ENSIGN ADVISORY PARTNERS LLC
ENSIGN ADVISORY PARTNERS | ENSIGN ADVISORY PARTNERS LLC

CRD#: 325650 / SEC#:

Arizona
Registered Investment Advisory firm - (5/2/2023 Approved)
California
Registered Investment Advisory firm - (5/4/2023 Approved)
Texas
Registered Investment Advisory firm - (6/20/2023 Conditional Restricted)
Utah
Registered Investment Advisory firm - (1/19/2024 Approved)
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Contact information


Main Address
111 E. Rivulon Blvd. Suite 103b, Gilbert, AZ 85297
Mailing Address
Phone number
(602) 507-5991
Established
Firm type
Fiscal year end
# of Employees
6

Regulatory assets under management


Total Number of Accounts686
AUM (Assets Under Management)$ 91,857,443

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ENSIGN ADVISORY PARTNERS LLC

CRD#: 325650Gilbert, AZ 85297

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