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AF

Andrew J. Fallwell

LEVER WEALTH MANAGEMENT
EVANSVILLE, IN
Some features on this profile are disabled
CRD#: 6437443
AF

Professional summary

Andrew James Fallwell, CFP®, who also goes by Andrew J Fallwell, Andrew James Fallwell, is a registered financial advisor currently at LEVER WEALTH MANAGEMENT located in Evansville, Indiana.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Andrew has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Andrew J Fallwell | Andrew James Fallwell

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. FINANCE COMMITTEE MEMBER, RESURGENCE CHURCH, 816 JEFFERSON AVENUE, EVANSVILLE, , INDIANA, 47713, UNITED STATES OF AMERICA, FIDUCIARY CAPACITY, START DATE: 07/31/2018, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, FINANCE COMMITTEE MEMBER, HELPING CHURCH ESTABLISH ANNUAL BUDGET, AND DECIDING PASTORAL PAY 2. 100% OWNER, EVV REAL ESTATE INVESTMENTS, LLC, 7410 E BLACKFORD AVE, EVANSVILLE, , INDIANA, 47715, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 12/04/2018, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, ANALYZING POTENTIAL RESIDENTIAL PROPERTY DEALS, OVERSEEING PROPERTY RENOVATION FOR HOME RENOVATION AND SALE PROJECTS, DETERMINING PROFITABILITY OF PROJECTS, NEGOTIATING SALE OF HOMES TO PROSPECTIVE BUYERS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew James Fallwell'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®

Certified Financial Planner

Start date: 2016

Experience

Current

July 29, 2024 - Present

LEVER WEALTH MANAGEMENT

RIA
CRD#: 332364
EVANSVILLE, IN
Past

November 3, 2015 - May 12, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
EVANSVILLE, IN
Past

October 13, 2015 - August 19, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
EVANSVILLE, IN

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
(7/29/2024)
IAR
Texas
(3/2/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/2/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/13/2015
General Securities Representative Examination

Current Firm

LW
LEVER WEALTH MANAGEMENT
LEVER WEALTH MANAGEMENT | LEVER WEALTH MANAGEMENT, LLC

CRD#: 332364 / SEC#:

Indiana
Registered Investment Advisory firm - (7/29/2024 Approved)
Texas
Registered Investment Advisory firm - (2/19/2025 Conditional Restricted)
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Contact information

Main Address
Evansville, IN
Mailing Address
Phone number
(812) 629-7608
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts46
AUM (Assets Under Management)$ 14,662,742

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.

Company Information

LEVER WEALTH MANAGEMENT

CRD#: 332364Evansville, IN

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