AT
Andrew C. Tuecke
STEWARDS ADVISORY SERVICES
Marion, IA
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CRD#: 5490991
AT
Professional summary
Andrew Carl Tuecke, CFP® is a registered financial advisor currently at STEWARDS ADVISORY SERVICES located in Marion, Iowa.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Andrew has worked at 2 firms .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Carl Tuecke'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®
Experience
Current
August 31, 2018 - Present
STEWARDS ADVISORY SERVICES
RIA
CRD#: 295694
Marion, IA
Past
March 20, 2008 - July 30, 2020
BELIEVERS STEWARDSHIP SERVICES, INC.
RIA
CRD#: 145818
DUBUQUE, IA
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".
SA
STEWARDS ADVISORY SERVICES
LIFESPRING WEALTH MANAGEMENT, LLC | STEWARDS ADVISORY SERVICES
CRD#: 295694 / SEC#: 801-129671
RIA
Registered Investment Advisory firm - (3/13/2024 Approved)Iowa
Registered Investment Advisory firm - (3/14/2024 Terminated)New Jersey
Registered Investment Advisory firm - (3/14/2024 Terminated)Texas
Registered Investment Advisory firm - (3/14/2024 Terminated)Wisconsin
Registered Investment Advisory firm - (5/4/2021 Terminated)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
Iowa(8/31/2018)
IAR
New Jersey(4/9/2020)
IAR
Texas(3/30/2020)
Exams
Current Firm
SA
STEWARDS ADVISORY SERVICES
LIFESPRING WEALTH MANAGEMENT, LLC | STEWARDS ADVISORY SERVICES
CRD#: 295694 / SEC#: 801-129671
RIA
Registered Investment Advisory firm - (3/13/2024 Approved)Iowa
Registered Investment Advisory firm - (3/14/2024 Terminated)New Jersey
Registered Investment Advisory firm - (3/14/2024 Terminated)Texas
Registered Investment Advisory firm - (3/14/2024 Terminated)Wisconsin
Registered Investment Advisory firm - (5/4/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Marion, IA
Mailing Address
P.o. Box 214, Marion, IA 52302
Phone number
(319) 229-7439
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 247 |
| AUM (Assets Under Management) | $ 108,449,089 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
