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Andrew John battin Wessell

Fiduciary Financial Advisors

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About Andrew John battin Wessell

Andrew John battin Wessell is a registered investment advisor representative with Fiduciary Financial Advisors. Andrew has been in the industry for over 15 years. Andrew has a Series 65, Series 66, and Series 7 license. Andrew specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Andrew is also a treasurer at Camp Blodgett, a 501(c)3 organization. Andrew has a strong commitment to community service.

Firm Information

Andrew Wessell is currently registered with Fiduciary Financial Advisors. Fiduciary Financial Advisors is an investment advisor registered with the SEC based in GRAND RAPIDS, MI. The firm manages approximately $555,420,848 in assets for 1,294 clients, including individuals, corporations, charitable organizations, and pension plans. The firm specializes in financial planning and portfolio management for individuals and businesses. They offer a wrap fee program and provide corporate employee education services.
Fiduciary Financial Advisors

124 FULTON ST. EAST

GRAND RAPIDS, MI 49503

$555.42M

Assets Under Management

Not reported

Total Clients

31

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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corporate employee education services

Corporate employee education services

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 Wessell’s Registration & Firm History

MI

05/26/2021 - Present

Fiduciary Financial Advisors (GRAND RAPIDS MI)

IL

12/12/2005 - 04/25/2007

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

MN

10/04/2005 - 11/23/2005

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 03/30/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 10/13/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/28/2006

Series 24 - General Securities Principal Examination

BC

Issued 09/30/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew John battin Wessell.
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