AM
Aaron M. Mcandrew
FAMILY WEALTH PLANNING PARTNERS
Louisville, KY 40222
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CRD#: 6582561
AM
Professional summary
Aaron Michael Mcandrew, AIF®, who also goes by Aaron Mcandrew, is a registered financial advisor currently at FAMILY WEALTH PLANNING PARTNERS located in Louisville, Kentucky.
Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Aaron has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Aaron Mcandrew
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.
6/2023 - FWPP Insurance LLC; Investment Related; 9200 Shelbyville Road, Ste 103, Louisville, KY 40222; Insurance services, 40+ hrs/week contemporaneous with providing advice through FWPP . FWPP Insurance LLC is licensed with the state of KY and is approved to write insurance business. LOUISVILLE TRACK CLUB POSITION: Vice President/Head Coach NATURE: Youth Track and Field Club INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/16/2018 ADDRESS: 8312 Wolf Pen Branch Rd, Prospect KY 40059, United States DESCRIPTION: plan, organize implement all practices for youth club BUILDING INDUSTRY ASSOCIATION OF GREATER LOUISVILLE POSITION: Committee Member NATURE: Building Association INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/16/2018 ADDRESS: 1000 N Hurstbourne Pkwy, Louisville KY 40223, United States DESCRIPTION: Participate on membership and associates committees LOGAN, LAVELLE & HUNT POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 01/16/2018 ADDRESS: 11420 Bluegrass Parkway, Louisville KY 40299, United States DESCRIPTION: Insurance sales and consulting
CRS (Client Relationship Summary) - RIA
Click below to view Aaron Michael Mcandrew'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®
Experience
Current
December 22, 2022 - Present
FAMILY WEALTH PLANNING PARTNERS
Office #1: 9200 Shelbyville Rd Suite 103, Louisville, KY 40222RIA
CRD#: 323656
Louisville, KY
Past
March 2, 2021 - April 3, 2023
INDEPENDENT FINANCIAL PARTNERS
RIA
CRD#: 125112
Louisville, KY
Past
March 2, 2021 - April 3, 2023
IFP SECURITIES, LLC
BD
CRD#: 297287
TAMPA, FL
Past
August 20, 2018 - April 6, 2021
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
RIA
CRD#: 288623
LOUISVILLE, KY
Past
January 17, 2018 - March 2, 2021
LINCOLN INVESTMENT
RIA
CRD#: 519
New Albany, IN
Past
January 17, 2018 - March 2, 2021
CAPITAL ANALYSTS
RIA
CRD#: 162200
New Albany, IN
Past
January 17, 2018 - March 2, 2021
LINCOLN INVESTMENT
BD
CRD#: 519
New Albany, IN
Past
March 3, 2016 - January 17, 2018
SPC
RIA
CRD#: 110692
Louisville, KY
Past
December 3, 2015 - January 17, 2018
PARKLAND SECURITIES, LLC
BD
CRD#: 115368
NEW ALBANY, IN
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".
FW
FAMILY WEALTH PLANNING PARTNERS
FAMILY WEALTH PLANNING PARTNERS | FAMILY WEALTH PLANNING PARTNERS LLC
CRD#: 323656 / SEC#: 801-126996
RIA
Registered Investment Advisory firm - (12/19/2022 Approved)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(3/1/2023)
IAR
Kentucky(12/22/2022)
IAR
Texas(3/6/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FW
FAMILY WEALTH PLANNING PARTNERS
FAMILY WEALTH PLANNING PARTNERS | FAMILY WEALTH PLANNING PARTNERS LLC
CRD#: 323656 / SEC#: 801-126996
RIA
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Contact information
Main Address
9200 Shelbyville Rd Suite 103, Louisville, KY 40222
Mailing Address
Phone number
(502) 200-5210
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,499 |
| AUM (Assets Under Management) | $ 202,281,612 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FAMILY WEALTH PLANNING PARTNERS
CRD#: 323656Louisville, KY 40222TRUST BUT VERIFY
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