Andrew T. Maynerich
MAYNERICH FINANCIAL
Virden, IL 62690-1439
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CRD#: 5912401
Professional summary
Andrew Thomas Maynerich, CFP® is a registered financial advisor currently at MAYNERICH FINANCIAL located in Virden, Illinois.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Andrew has worked at 4 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.SPRINGFIELD DANCE - Not Investment Related - 5531 International Parkway, Springfield, IL 62711 - Dance Studio - Part-time Dance Instructor - w2 Employee - 11/29/2017 - 4Hrs/month - 0Hrs during trading - I teach tap dance classes one evening a week. 2.CHOREOGRAPHER - Not Investment Related - 404 E Cherry St., Thayer, IL 62689 - Self Employed - Self Employed Choreographer - Owner - 11/29/2017 - 4-20hrs/month - 0Hrs during trading - I do dance instruction for local theater and high schools and am paid for my time with them. Hours vary with the production, but are only in the evenings and operate outside trading hours. 3.MAYNERICH RENTALS LLC - Not Investment Related - 404 E Cherry St., Thayer, IL 62689 - Real Estate Rental Company - Owner - 06/01/2018 - 5Hrs/month - 0Hrs during trading - Residential Home Rental that operates a single-family rental home and operates as a holding company for real estate purchases. 4. ANDREW MAYNERICH - Investment Related - 405 N. Springfield St., Virden, IL 62690 - Owner/Insurance Agent - 06/01/2018, <10Hrs/month <2Hrs during trading - Servicing and Writing of Insurance Policies. 5. Greater Maynerich Title Holdings, LLC- Not investment related- 404 E. Cherry St. Thayer, IL- Commercial Real-Estate Holding Company- Owner- 9/1/25, <10hrs/moth, 0 during trading hours- Real estate holding company.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Thomas Maynerich'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: 2018
Experience
Current
September 20, 2024 - Present
MAYNERICH FINANCIAL
Office #1: 405 N. Springfield St, Virden, IL 62690-1439RIA
CRD#: 331546
Virden, IL
Past
August 4, 2021 - September 23, 2024
ICA GROUP WEALTH MANAGEMENT, LLC
RIA
CRD#: 311419
Virden, IL
Past
November 29, 2017 - October 27, 2021
LPL FINANCIAL LLC
RIA
CRD#: 6413
VIRDEN, IL
Past
November 29, 2017 - March 31, 2022
LPL FINANCIAL LLC
BD
CRD#: 6413
VIRDEN, IL
Past
January 8, 2013 - December 6, 2017
INVESTMENT CENTERS OF AMERICA, INC.
RIA
CRD#: 16443
VIRDEN, IL
Past
August 29, 2012 - November 29, 2017
INVESTMENT CENTERS OF AMERICA, INC.
BD
CRD#: 16443
VIRDEN, IL
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".
MF
MAYNERICH FINANCIAL
MAYNERICH FINANCIAL
CRD#: 331546 / SEC#: 801-131152
RIA
Registered Investment Advisory firm - (9/20/2024 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
Illinois(9/20/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MF
MAYNERICH FINANCIAL
MAYNERICH FINANCIAL
CRD#: 331546 / SEC#: 801-131152
RIA
Registered Investment Advisory firm - (9/20/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
405 N. Springfield St., Virden, IL 62690-1439
Mailing Address
Phone number
(217) 965-5796
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 937 |
| AUM (Assets Under Management) | $ 104,866,551 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
