Andrew Lee Feutz
CFP®Professional Summary
Andrew Lee Feutz, CFP® is a registered financial advisor currently at MIGRATION WEALTH MANAGEMENT, LLC located in Avon, Indiana. Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Andrew has worked at 2 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Estate & Legacy Planning
- Financial Planning
- Health Care & Long-Term Care Planning
- Education Funding
- Retirement Planning
- Business Services
- Cashflow & Budgeting
- Tax Planning
- Risk Management & Insurance
- Investment Management
Specializations
Biography
In addition to helping others at work, Drew enjoys being involved in the community by serving as Treasurer of Young Professionals of Central Indiana, Chair-Elect of NAPFA Genesis, and as a Member of the Indiana State University Financial Planning Advisory Board. He always enjoys spending time with friends, being outdoors, working out at the YMCA, and watching the Pacers, Colts, and Indians win.
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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.
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Credentials
Years of Experience
9 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
MIGRATION WEALTH MANAGEMENT, LLC
Contact Information
Main Address
Avon, INPhone Number
(317) 584-6448# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
332AUM (Assets Under Management)
$20,720,044Similar Advisors
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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.
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State Registrations and Notice Filings
(2/25/2022)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Andrew Lee Feutz's CRS (Customer Relationship Summary).
Services Offered by Andrew
- Estate & Legacy Planning
- Financial Planning
- Health Care & Long-Term Care Planning
- Education Funding
- Retirement Planning
- Business Services
- Cashflow & Budgeting
- Tax Planning
- Risk Management & Insurance
- Investment Management
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