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Andrew James Shuldheisz

Larson Financial Group, LLC

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About Andrew James Shuldheisz

Andrew Shuldheisz is an investment advisor representative registered with Larson Financial Group, LLC. Andrew has been in the industry for 6 years and holds Series 63, Series 65, Series 7, and SIE licenses. Andrew has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Andrew provides a variety of services, including financial planning, portfolio management for individuals, selection of other advisors, and pension consulting.

Firm Information

Andrew Shuldheisz is currently registered with Larson Financial Group, LLC. Larson Financial Group, LLC is a Saint Louis, Missouri-based investment advisor with over 70 licensed agents and over $2.7 billion in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management for individuals, high-net-worth individuals, corporations, and other entities, including charitable organizations and pension and profit-sharing plans. They also offer selection of other advisors and participate in wrap fee programs.
Larson Financial Group, LLC

100 N BROADWAY

SAINT LOUIS, MO 63102

$2.74B

Assets Under Management

Not reported

Total Clients

62

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Shuldheisz’s Registration & Firm History

MN

08/29/2022 - Present

Larson Financial Group, LLC (Ramsey MN)

MN

06/22/2017 - 03/23/2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Minnetonka MN)

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Licenses & Designations

IA

Issued 06/19/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/16/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew James Shuldheisz.
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