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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 James Woolridge is an Investment Advisor Representative at Cresset Asset Management, LLC. Andrew has been in the financial services industry since 1999 and holds Series 6, 63 and 65 licenses. Previously, Andrew was an advisor at PrimeVest Financial Services, Inc., Convergent Wealth Advisors, LLC, and Pagnatokarp Partners, LLC. Andrew specializes in providing financial planning, portfolio management, and tax services to high-net-worth individuals, corporations, and charitable organizations. Andrew is also an officer of several family-owned businesses, including Dimeling & Schrot, Inc., which provides personal and commercial lines insurance.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
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2
IL
06/16/2020 - Present
Cresset Asset Management, LLC (CHICAGO IL)
MN
03/21/2000 - 10/28/2004
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
IA
Issued 08/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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