Andrew D. Tsu

IGNITE PLANNERS LLC

Irvine, CA 92618

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CRD#: 7337227

Professional summary

Andrew David Tsu, who also goes by Andy Tsu, is a registered financial advisor currently at IGNITE PLANNERS LLC located in Irvine, California.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Andrew has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andy Tsu

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.Name of OBA - Andrew Tsu Licensed Attorney 2.Whether it is investment related - No 3.Address of OBA 12175 Wyne Court, Tustin Ca 4.Nature of OBA - Attorney 5.Title - Attorney 6.The Start date of OBA 10/14/2021 7.Approx Number of Hours devoted to OBA per month 10 8.Approx Number of Hours devoted to OBA per month during trading hours 10 9.Duties - Sporadic Legal Work, non investment related

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew David Tsu's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 25, 2025 - Present

IGNITE PLANNERS LLC

Office #1: 15615 Alton Parkway Suite 450, Irvine, CA 92618

RIA

CRD#: 289797

Irvine, CA

Past

June 24, 2022 - February 7, 2025

WESTERN INTERNATIONAL SECURITIES, INC.

RIA

CRD#: 39262

Irvine, CA

Past

March 1, 2021 - June 27, 2022

NPB FINANCIAL GROUP, LLC

RIA

CRD#: 137743

IRVINE, CA

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".

IGNITE PLANNERS LLC

CRD#: 289797 / SEC#: 801-112029

RIA

Registered Investment Advisory firm - (11/13/2017 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

California
(3/25/2025)

IAR

Texas
(3/25/2025)

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: 3/1/2021

Uniform Investment Adviser Law Examination

Current Firm

IGNITE PLANNERS LLC

CRD#: 289797 / SEC#: 801-112029

RIA

Registered Investment Advisory firm - (11/13/2017 Approved)

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Contact information

Main Address

109 E. Escalones, San Clemente, CA 92672

Mailing Address

Phone number

(619) 504-1907

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (1/28/2025)

Regulatory assets under management

Total Number of Accounts	3,892
AUM (Assets Under Management)	$ 941,775,371

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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Firm Stability Insights

Andrew D. Tsu

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew David Tsu's CRS (Customer Relationship Summary).

Certified licenses

Experience

IGNITE PLANNERS LLC

WESTERN INTERNATIONAL SECURITIES, INC.

NPB FINANCIAL GROUP, LLC

Primary Firm SEC Registration

IGNITE PLANNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/1/2021

Current Firm

IGNITE PLANNERS LLC

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IGNITE PLANNERS LLC

TRUST BUT VERIFY

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