Andrew W. Young

GALECKI FINANCIAL MANAGEMENT

Fort Wayne, IN 46804

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CRD#: 5953280

Professional summary

Andrew W Young, CFP® is a registered financial advisor currently at GALECKI FINANCIAL MANAGEMENT INC located in Fort Wayne, Indiana.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Andrew has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Business Succession Planning

Tax Planning

Investment Planning

Comprehensive Financial Planni...

Education Planning

Do you have an area of expertise or specialization?

Business Owners

Charitable Giving

Investment Advice with Ongoing...

Millennials

Tax Planning

Unmarried Couples

What is your minimum asset requirement?

500K

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 W Young'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: 2014

Experience

Current

February 27, 2013 - Present

GALECKI FINANCIAL MANAGEMENT INC

Office #1: 7743 West Jefferson Blvd, Fort Wayne, IN 46804

RIA

CRD#: 107218

Fort Wayne, IN

Past

December 8, 2011 - February 22, 2013

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

FORT WAYNE, IN

Past

September 29, 2011 - February 22, 2013

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

FORT WAYNE, IN

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".

GALECKI FINANCIAL MANAGEMENT INC

CRD#: 107218 / SEC#: 801-47181

RIA

Registered Investment Advisory firm - (8/1/1994 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

Indiana
(2/27/2013)

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: 12/7/2011

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/28/2011

General Securities Representative Examination

Current Firm

GALECKI FINANCIAL MANAGEMENT INC

CRD#: 107218 / SEC#: 801-47181

RIA

Registered Investment Advisory firm - (8/1/1994 Approved)

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Contact information

Main Address

7743 West Jefferson Blvd, Fort Wayne, IN 46804

Mailing Address

Phone number

(260) 436-8525

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GALECKI BROCHURE (2/5/2025)

Regulatory assets under management

Total Number of Accounts	2,240
AUM (Assets Under Management)	$ 767,645,040

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/21/2025	Cover Page	Report
02/20/2025	Cover Page	Report
01/29/2024	Cover Page	Report
12/22/2022	Cover Page	Report

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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Andrew W. Young

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew W Young's CRS (Customer Relationship Summary).

Certified licenses

Experience

GALECKI FINANCIAL MANAGEMENT INC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

GALECKI FINANCIAL MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/7/2011

Series 7

Date: 9/28/2011

Current Firm

GALECKI FINANCIAL MANAGEMENT INC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GALECKI FINANCIAL MANAGEMENT INC

TRUST BUT VERIFY

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