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Andrew Alexander Bredholt

Capital Client Group, Inc.

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About Andrew Alexander Bredholt

Andrew Bredholt is a registered investment advisor representative at Capital Client Group, Inc. Based in San Antonio, TX, Andrew has been in the financial services industry since 2012. Andrew has a broad range of experience, having previously worked for firms including OneAmerica Securities, Inc., Sammons Financial Network, LLC, and American Funds. Andrew is licensed in California, Florida, Georgia, and Texas, holding various securities licenses, including Series 7, 63, 65, and 24.

Firm Information

Andrew Bredholt is currently registered with Capital Client Group, Inc.. Capital Client Group, Inc. is a corporation established in 1972 and headquartered in Los Angeles, California. The firm provides various investment advisory services, including recommending affiliate as an investment advisor of SMA assets. They primarily serve corporations, individuals, insurance companies, investment companies, and other investment advisors. The firm is registered with the SEC and in 53 states.
Capital Client Group, Inc.

333 SOUTH HOPE STREET

LOS ANGELES, CA 90071-1406

Not reported

Assets Under Management

Not reported

Total Clients

619

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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recommending affiliate as investment adviser of sma assets

Recommending affiliate as investment adviser of sma assets

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

As agreed upon in a manner that covers registrant's costs

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Andrew Bredholt’s Registration & Firm History

TX

09/18/2024 - Present

Capital Client Group, Inc. (SAN ANTONIO TX)

IA

08/26/2019 - 05/22/2020

SAMMONS FINANCIAL NETWORK, LLC (WEST DES MOINES IA)

IA

01/25/2012 - 05/21/2013

ONEAMERICA SECURITIES, INC. (DES MOINES IA)

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Licenses & Designations

IA

Issued 07/05/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/03/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/26/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/04/2019

Series 7TO - General Securities Representative Examination

BC

Issued 08/26/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/12/2019

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Alexander Bredholt.
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