Unclaimed
Andrew Susanin is a financial advisor who has been in the industry since 1998. Andrew is registered with the state of Iowa and Texas. Currently, Andrew is employed by RIA Advisory Group, LLC. Andrew has previously been employed by LPL Financial LLC and Securian Financial Services, Inc. Andrew holds the following licenses: Series 6, Series 7, Series 63, and SIE. Andrew has a total of 29 clients and manages approximately $398,868,182 in assets.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IA
12/13/2022 - Present
RIA Advisory Group, LLC (DES MOINES IA)
IA
09/30/2013 - 08/26/2020
LPL FINANCIAL LLC (DES MOINES IA)
IA
04/28/1998 - 10/01/2013
SECURIAN FINANCIAL SERVICES, INC. (WEST DES MOINES IA)
BC
Issued 04/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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