Andreas F. Shick

GRAND CAPITAL ADVISORS

Grand Blanc, MI 48439

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CRD#: 7277776

Professional summary

Andreas Frank Shick, CFP®, who also goes by Andre Shick, Dre Shick, is a registered financial advisor currently at GRAND CAPITAL ADVISORS, LLC located in Grand Blanc, Michigan.

Andreas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Andreas has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andre Shick | Dre Shick

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.

COUSIN'S CAR WASH, LLC; NON-INVESTMENT RELATED; FENTON, MI; CHIEF FINANCIAL OFFICER; START - 07/2023; 3 HRS/WK DURING NON-TRADING HOURS; ACCOUNTING AND OTHER

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andreas Frank Shick'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^®

Certified Financial Planner

Start date: 2023

Experience

Current

July 17, 2020 - Present

GRAND CAPITAL ADVISORS, LLC

Office #1: 5225 E Cook Rd, Grand Blanc, MI 48439

RIA

CRD#: 300740

Grand Blanc, MI

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

Michigan
(7/17/2020)

IAR

Texas
(2/25/2023)

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: 7/11/2020

Uniform Investment Adviser Law Examination

Current Firm

GRAND CAPITAL ADVISORS, LLC

CRD#: 300740 / SEC#:

Michigan

Registered Investment Advisory firm - (2/26/2019 Approved)

Texas

Registered Investment Advisory firm - (2/25/2023 Conditional Restricted)

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Contact information

Main Address

5225 E Cook Rd, Grand Blanc, MI 48439

Mailing Address

Phone number

(810) 354-9008

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	252
AUM (Assets Under Management)	$ 104,931,957

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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Andreas F. Shick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andreas Frank Shick's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRAND CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/11/2020

Current Firm

GRAND CAPITAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GRAND CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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