Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Kelch is a financial advisor with Hightower Advisors, LLC, and has over 19 years of experience in the industry. Andrew's specialties include financial planning, portfolio management for individuals and businesses, and selection of other advisors. Andrew is also a Certified Financial Planner and a Chartered Financial Analyst, and holds Series 3, 6TO, 7, 24, and 66 licenses. Previously, Andrew was with USAA Investment Management Company in San Antonio, Texas.
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.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
TX
06/09/2021 - Present
Hightower Advisors, LLC (Dallas TX)
IL
06/09/2021 - 12/31/2023
HIGHTOWER SECURITIES, LLC (CHICAGO IL)
TX
04/05/2019 - 06/02/2021
DFA SECURITIES LLC (AUSTIN TX)
TX
08/20/2014 - 03/29/2019
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
06/08/2011 - 08/27/2014
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
05/20/2004 - 04/13/2011
WELLS FARGO ADVISORS, LLC (SAN ANTONIO TX)
BOTH
Issued 07/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2005
Series 3 - National Commodity Futures Examination
BC
Issued 05/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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