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AM

Andrew J. Mcdowell

LIFEWISE WEALTH ADVISORS
CHAMPAIGN, IL 61822
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CRD#: 6453917
AM
Andrew James McdowellLIFEWISE WEALTH ADVISORS

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

Always Fiduciary

Aliases

Andrew James Mcdowell

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.NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 01/2019 APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY AND ANNUITIES 2.NAME OF OTHER BUSINESS: CENTRAL ILLINOIS GROUP LLC DBA LIFEWISE WEALTH ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2019 POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: DBA NAME FOR FINANCIAL SERVICES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew James Mcdowell'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: 2020

Experience

Current

July 29, 2026 - Present

LIFEWISE WEALTH ADVISORS

Office #1: 2911 Crossing Court Suite 102, Champaign, IL 61822
RIA
CRD#: 341748
CHAMPAIGN, IL
Past

June 29, 2023 - July 24, 2026

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
CHAMPAIGN, IL
Past

January 31, 2019 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
CHAMPAIGN, IL
Past

January 31, 2019 - July 24, 2026

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
CHAMPAIGN, IL
Past

June 1, 2016 - February 20, 2019

IPI WEALTH MANAGEMENT, INC.

RIA
CRD#: 111872
CHAMPAIGN, IL
Past

January 25, 2016 - February 20, 2019

INVESTMENT PLANNERS, INC.

BD
CRD#: 18557
CHAMPAIGN, IL

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
(7/29/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/28/2016
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: 1/25/2016
General Securities Representative Examination

Current Firm

LW
LIFEWISE WEALTH ADVISORS
CENTRAL ILLINOIS GROUP, LLC | LIFEWISE WEALTH ADVISORS

CRD#: 341748 / SEC#: 801-136469

RIA
Registered Investment Advisory firm - (6/18/2026 120-Day Approval)
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Contact information

Main Address
2911 Crossing Court Suite 102, Champaign, IL 61822
Mailing Address
Phone number
(217) 351-8755
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LIFEWISE WEALTH ADVISORS ADV PART 2A 05-12-2026 (5/12/2026)
0

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LIFEWISE WEALTH ADVISORS

CRD#: 341748Champaign, IL 61822

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