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Andrew Joseph Dressel

Andrew Joseph Dressel

CFP®
ABUNDO WEALTH
Minnetonka, MN
·CRD# 6206118·13 years experience

Professional Summary

Andrew Joseph Dressel, CFP® is a registered financial advisor currently at ABUNDO WEALTH located in Minnetonka, Minnesota. Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Andrew has worked at 2 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fixed / Negotiated Fee | Retainer

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Services Offered

  • Investment Management
  • Cashflow & Budgeting
  • Retirement Planning
  • Education Funding
  • Financial Planning

Specializations

Generation X
Millennials
ESG & Impact Investing

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2021

Years of Experience

13 years in the financial services industry

Current & Past Employments

ABUNDO WEALTH·CRD# 304612
RIA
Minnetonka, MN
January 5, 2026 - Present
ABUNDO WEALTH·CRD# 304612
RIA
Minnetonka, MN
January 14, 2021 - December 31, 2025
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
RIA
Minneapolis, MN
November 16, 2013 - December 11, 2020
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Minneapolis, MN
July 17, 2013 - December 11, 2020

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Current Firm

ABUNDO WEALTH
ABUNDO WEALTH

ABUNDO WEALTH | ABUNDO WEALTH LLC | ABUNDO WEALTH INC.

CRD#: 304612 / SEC#: 801-122364
RIA
Registered Investment Advisory firm - SEC (9/23/2021 Approved)
Minnesota
Registered Investment Advisory firm - Minnesota (10/6/2021 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

3217 Montrose Blvd Suite 228, #5, Houston, TX 77006

Phone Number

(612) 502-5806

# of Employees

15

SEC notice filing (34 States and Territories)

Registered to provide investment advisory services in 34 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (1/7/2026)

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Real Estate Ownership; Multi-Family; Eagan, MN 55122; Not Investment Related; March 2017. Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative.

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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".
ABUNDO WEALTH
ABUNDO WEALTH

ABUNDO WEALTH | ABUNDO WEALTH LLC | ABUNDO WEALTH INC.

CRD#: 304612 / SEC#: 801-122364
RIA
Registered Investment Advisory firm - SEC (9/23/2021 Approved)
Minnesota
Registered Investment Advisory firm - Minnesota (10/6/2021 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Minnesota
(1/5/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2013About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2013About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2013About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Andrew Joseph Dressel's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Services Offered by Andrew

  • Investment Management
  • Cashflow & Budgeting
  • Retirement Planning
  • Education Funding
  • Financial Planning

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