Andrew L. Feutz
MIGRATION WEALTH MANAGEMENT
Avon, IN
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CRD#: 6766739
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 .
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.
Question & Answer
What are your service offerings?
Inheritance
Debt Management
Life Transitions
Comprehensive Financial Planni...
Health Care
Education Planning
Retirement Planning
Small Business Planning
Employee and Employer Plan Ben...
Budgeting
Tax Planning
Insurance Planning
Investment Planning
Do you have an area of expertise or specialization?
Corporate Executives
Generation X
Investment Advice with Ongoing...
Medical Professionals
Millennials
Retirement Plan Investment Adv...
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.
1) The Child Advocacy Center of Hendricks County, Inc., doing business as Susie's Place Child Advocacy Centers; not investment-related; 7386 Business Center Drive, Avon, IN 46123; a non-profit organization; Board Member; 6/2023; 3-4 hours/month devoted; 0-1 hours/month during securities trading hours; serves on the Board of Directors. 2) Hendricks County Community Foundation; not investment-related; 6319 East US Highway 36, Suite 211, Avon, IN 46123; a non-profit organization; Board Member; 10/2024; 3-4 hours/month devoted; 0-1 hours/month during securities trading hours; serves on the Board of Directors. 3) Hendricks Regional Health Foundation, Inc.; not investment-related; 1000 East Main Street, Danville, IN 46122; a non-profit organization; Board Member; 3/2025; 1-2 hours/month devoted; 0-1 hours/month during securities trading hours; serves on the Board of Directors.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Lee Feutz'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®
Start date: 2017
Experience
Current
February 25, 2022 - Present
MIGRATION WEALTH MANAGEMENT, LLC
RIA
CRD#: 318660
Avon, IN
Past
March 8, 2017 - February 24, 2022
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC
RIA
CRD#: 122212
INDIANAPOLIS, IN
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(2/25/2022)
Exams
Current Firm
MIGRATION WEALTH MANAGEMENT, LLC
MIGRATION WEALTH MANAGEMENT, LLC
CRD#: 318660 / SEC#:
Indiana
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Contact information
Main Address
Avon, IN
Mailing Address
Phone number
(317) 584-6448
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 273 |
| AUM (Assets Under Management) | $ 15,398,454 |
Red Flags
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