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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Thomas Maynerich'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: 2018

Experience

Current

September 20, 2024 - Present

MAYNERICH FINANCIAL

Office #1: 405 N. Springfield St, Virden, IL 62690-1439

RIA

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

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.

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".

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)

IAR

Texas
(12/18/2025)

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: 12/20/2012

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: 8/28/2012

General Securities Representative Examination

Current Firm

MAYNERICH FINANCIAL

CRD#: 331546 / SEC#: 801-131152

RIA

Registered Investment Advisory firm - (9/20/2024 Approved)

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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

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/5/2025)

Regulatory assets under management

Total Number of Accounts	937
AUM (Assets Under Management)	$ 104,866,551

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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Firm Stability Insights

Andrew T. Maynerich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Thomas Maynerich's CRS (Customer Relationship Summary).

Certified licenses

Experience

ICA GROUP WEALTH MANAGEMENT, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

INVESTMENT CENTERS OF AMERICA, INC.

INVESTMENT CENTERS OF AMERICA, INC.

Primary Firm SEC Registration

MAYNERICH FINANCIAL

State Registrations and Notice Filings

Exams

Series 66

Date: 12/20/2012

SIE

Date: 10/1/2018

Series 7

Date: 8/28/2012

Current Firm

MAYNERICH FINANCIAL

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MAYNERICH FINANCIAL

TRUST BUT VERIFY

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