Andrew P. Charbonneau
Professional summary
Andrew Paul Charbonneau, CFP®, who also goes by Drew Paul Charbonneau, is a registered financial advisor currently at DEFINING WEALTH located in Auburn Hills, Michigan.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Andrew has worked at 9 firms and has passed the Series 65, Series 63, Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Paul Charbonneau's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 17, 2024 - Present
DEFINING WEALTH
Office #1: 691 N. Squirrel Rd. Suite 175, Auburn Hills, MI 48326June 14, 2024 - December 16, 2024
OSAIC WEALTH, INC.
June 14, 2024 - December 16, 2024
OSAIC WEALTH, INC.
August 16, 2018 - June 14, 2024
SECURITIES AMERICA ADVISORS, INC.
August 15, 2018 - June 14, 2024
SECURITIES AMERICA, INC.
November 16, 2017 - August 15, 2018
ON INVESTMENT MANAGEMENT CO
October 12, 2015 - August 15, 2018
THE O.N. EQUITY SALES COMPANY
March 25, 2015 - October 14, 2015
W&S BROKERAGE SERVICES, INC.
October 14, 2010 - December 21, 2010
CHASE INVESTMENT SERVICES CORP.
September 28, 2010 - December 21, 2010
CHASE INVESTMENT SERVICES CORP.
January 25, 2010 - May 28, 2010
HANTZ FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/17/2024)
Exams
Current Firm
DEFINING WEALTH
CRD#: 328930 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 161 |
| AUM (Assets Under Management) | $ 8,214,135 |
Red Flags
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