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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Welzel is an investment advisor representative registered with Mariner Wealth. Andrew has been in the industry for over 20 years. Previously, Andrew worked for Halbert, Hargrove & Co., Bessemer Investor Services, Inc., Sustainability Investments, Banc One Capital Markets, Inc., and Rodman & Renshaw Inc. Andrew is registered in the state of California. The firm provides services such as financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
02/18/2015 - Present
Mariner Wealth (OVERLAND PARK KS)
CA
02/02/2007 - 12/31/2010
HALBERT, HARGROVE & CO. (LONG BEACH CA)
CA
06/13/2002 - 10/31/2006
BESSEMER INVESTOR SERVICES, INC. (LOS ANGELES CA)
IL
05/02/2000 - 01/22/2001
SUSTAINABILITY INVESTMENTS (NORTHBROOK IL)
IL
07/17/1998 - 09/03/1999
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
IL
08/31/1990 - 09/16/1991
RODMAN & RENSHAW INC. (CHICAGO IL)
BOTH
Issued 03/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
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