Andrew J. Ish

PREPARED FINANCIAL PLANNING

Milwaukee, WI

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CRD#: 6546286

Professional summary

Andrew John Ish, CFP® is a registered financial advisor currently at PREPARED FINANCIAL PLANNING located in Milwaukee, Wisconsin.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Andrew has worked at 6 firms and has passed the Series 65 exam.

Question & Answer

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.

- Smrecek & Co SC - Not investment-related - Address: N14W23777 Stone Ridge Dr Suite 220, Waukesha, WI 53188 - CPA Firm - Position: Consultant - Start date: February 2024 - Hours/Month: Approximately 20 hours per week from mid-February through April 15th - Hours during trading hours: 10-15 per week - Duties: Tax Return Preparation

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew John Ish'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^®

RIA

CRD#: 110608

MENLO PARK, CA

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

Wisconsin
(7/24/2023)

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 65

Date: 12/4/2015

Uniform Investment Adviser Law Examination

Current Firm

PREPARED FINANCIAL PLANNING

PREPARED FINANCIAL PLANNING | PREPARED FINANCIAL PLANNING LLC

CRD#: 327522 / SEC#:

Wisconsin

Registered Investment Advisory firm - (7/24/2023 Approved)

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Contact information

Main Address

Milwaukee, WI

Mailing Address

Phone number

(262) 227-7139

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	23
AUM (Assets Under Management)	$ 5,424,308

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 J. Ish

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew John Ish's CRS (Customer Relationship Summary).

Certified licenses

Experience

PREPARED FINANCIAL PLANNING

BROADVIEW FINANCIAL MANAGEMENT, LLC

BROWNSON, REHMUS & FOXWORTH, INC.

LNW

BORDEAUX WEALTH ADVISORS

BROWNSON, REHMUS & FOXWORTH

BROWNSON, REHMUS & FOXWORTH, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/4/2015

Current Firm

PREPARED FINANCIAL PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PREPARED FINANCIAL PLANNING

TRUST BUT VERIFY

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