AG
Andrea M. Gasaway
ASSET MANAGEMENT STRATEGIES
Lafayette, IN 47905
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CRD#: 7634903
AG
Professional summary
Andrea M Gasaway is a registered financial advisor currently at ASSET MANAGEMENT STRATEGIES, INC. located in Lafayette, Indiana.
Andrea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Andrea 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Andrea M Gasaway'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
September 29, 2022 - Present
ASSET MANAGEMENT STRATEGIES, INC.
Office #1: 100 Saw Mill Road Suite 2300, Lafayette, IN 47905RIA
CRD#: 135173
Lafayette, IN
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".
AM
ASSET MANAGEMENT STRATEGIES, INC.
ASSET MANAGEMENT STRATEGIES, INC. | TIMMONS FINANCIAL LLC | KEMERLY FINANCIAL | BLUESAFE FINANCIAL
CRD#: 135173 / SEC#: 801-108628
RIA
Registered Investment Advisory firm - (11/10/2016 Approved)Georgia
Registered Investment Advisory firm - (12/20/2016 Terminated)Illinois
Registered Investment Advisory firm - (11/10/2016 Terminated)Indiana
Registered Investment Advisory firm - (11/16/2016 Terminated)Texas
Registered Investment Advisory firm - (11/16/2016 Terminated)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(9/29/2022)
Current Firm
AM
ASSET MANAGEMENT STRATEGIES, INC.
ASSET MANAGEMENT STRATEGIES, INC. | TIMMONS FINANCIAL LLC | KEMERLY FINANCIAL | BLUESAFE FINANCIAL
CRD#: 135173 / SEC#: 801-108628
RIA
Registered Investment Advisory firm - (11/10/2016 Approved)Georgia
Registered Investment Advisory firm - (12/20/2016 Terminated)Illinois
Registered Investment Advisory firm - (11/10/2016 Terminated)Indiana
Registered Investment Advisory firm - (11/16/2016 Terminated)Texas
Registered Investment Advisory firm - (11/16/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
450 E. 96th Street Suite 500, Indianapolis, IN 46240
Mailing Address
Phone number
(317) 577-6912
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,038 |
| AUM (Assets Under Management) | $ 207,398,966 |
Red Flags
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