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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 Moenter is an Investment Advisor Representative associated with Prime Capital Financial, a firm with offices in Overland Park, Kansas and Batesville, Indiana. Andrew is a Certified Financial Planner and a Chartered Financial Consultant, and has been in the industry since 2010. Andrew is registered with the state of Indiana and has earned the Series 65 license. Andrew's previous experience includes working as a United States Air Force officer. Andrew's specialties include Retirement Planning, College Savings, and Estate Planning. Andrew's primary focus is on providing individual, family, and business owners with financial advice and guidance.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
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2
IN
03/28/2022 - Present
Prime Capital Financial (Batesville IN)
IA
Issued 03/24/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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