Andrew James Mcdowell
CFP®Professional Summary
Andrew James Mcdowell, CFP®, who also goes by Andrew James Mcdowell, is a registered financial advisor currently at LIFEWISE WEALTH ADVISORS located in Champaign, Illinois. Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Andrew has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Andrew James Mcdowell
Similar Advisors
REMNANT WEALTH
TRUIST ADVISORY SERVICES, INC.
SOLTIS INVESTMENT ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
REMNANT WEALTH
TRUIST ADVISORY SERVICES, INC.
SOLTIS INVESTMENT ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
REMNANT WEALTH
TRUIST ADVISORY SERVICES, INC.
SOLTIS INVESTMENT ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
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.
Similar Advisors
REMNANT WEALTH
TRUIST ADVISORY SERVICES, INC.
SOLTIS INVESTMENT ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
Credentials
Years of Experience
10 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
REMNANT WEALTH
TRUIST ADVISORY SERVICES, INC.
SOLTIS INVESTMENT ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
Current Firm
CENTRAL ILLINOIS GROUP, LLC | LIFEWISE WEALTH ADVISORS
Contact Information
Main Address
2911 Crossing Court Suite 102, Champaign, IL 61822Phone Number
(217) 351-8755# of Employees
8SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,123AUM (Assets Under Management)
$491,909,807Similar Advisors
REMNANT WEALTH
TRUIST ADVISORY SERVICES, INC.
SOLTIS INVESTMENT ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
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.
Similar Advisors
REMNANT WEALTH
TRUIST ADVISORY SERVICES, INC.
SOLTIS INVESTMENT ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
CENTRAL ILLINOIS GROUP, LLC | LIFEWISE WEALTH ADVISORS
State Registrations and Notice Filings
(7/29/2026)
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.
Similar Advisors
REMNANT WEALTH
TRUIST ADVISORY SERVICES, INC.
SOLTIS INVESTMENT ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew James Mcdowell's CRS (Customer Relationship Summary).
Similar Advisors
REMNANT WEALTH
TRUIST ADVISORY SERVICES, INC.
SOLTIS INVESTMENT ADVISORS, LLC
CHARLES SCHWAB & CO., INC.