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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 Scalia is a financial advisor registered in Minnesota and Texas. Andrew currently works at Creative Planning, a firm with a focus on financial planning, pension consulting, and portfolio management. Andrew has been in the industry for over two decades and has previously worked with Lockton Investment Securities and Wells Fargo Investments. Andrew specializes in a range of services including financial planning, portfolio management, and educational seminars.
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.
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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MN
12/20/2021 - Present
Creative Planning (Delano MN)
MN
06/21/2021 - 12/14/2021
LOCKTON INVESTMENT SECURITIES, LLC (Minneapolis MN)
CA
12/13/2000 - 06/15/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
09/22/1999 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
BC
Issued 07/12/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/25/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/17/2021
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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