AG
Andrew Gray
LOTTSA FINANCIAL SERVICES
MINNEAPOLIS, MN 55454
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CRD#: 7566804
AG
Professional summary
Andrew Gray is a registered financial advisor currently at LOTTSA FINANCIAL SERVICES, INC. located in Minneapolis, Minnesota.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Andrew has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
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. Edina Swim Club, Not investment-related, 6801 Brook Drive Edina MN 55439, Nature of business: Coaching elite level high school club competitive swimmers, Position held: Certified Swim Coach, Start date: 6/1/2023. Hours worked per month: 16 - 24, Hours worked during security trading hours: 0.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Gray'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®
NoneExperience
Current
June 4, 2025 - Present
LOTTSA FINANCIAL SERVICES, INC.
Office #1: 400 19th Ave. So., Minneapolis, MN 55454RIA
CRD#: 118995
MINNEAPOLIS, MN
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
Minnesota(6/4/2025)
IAR
Texas(6/10/2025)
Current Firm
LF
LOTTSA FINANCIAL SERVICES, INC.
LOTTSA FINANCIAL SERVICES, INC.
CRD#: 118995 / SEC#:
Minnesota
Registered Investment Advisory firm - (4/6/2001 Approved)Texas
Registered Investment Advisory firm - (11/6/2023 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
400 19th Ave. So., Minneapolis, MN 55454
Mailing Address
Phone number
(612) 338-7487
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 470 |
| AUM (Assets Under Management) | $ 74,322,455 |
Red Flags
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