Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew John Scherer is an experienced financial advisor with a focus on providing portfolio management services. Andrew has been in the industry since June 2001 and currently holds his licenses with Morningstar Investment Services LLC. Andrew’s career includes prior experience with Russell Investments and Invesco Distributors, Inc. Andrew holds the Series 6, 7, 24, 26, 51, 63, and 66 licenses and the SIE designation. Andrew specializes in serving high-net-worth individuals, corporations, and individuals other than high-net-worth individuals.
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.
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.
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.
Aua
1
2
IL
04/11/2023 - Present
Morningstar Investment Services LLC (CHICAGO IL)
WA
08/20/2019 - 01/14/2021
RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC (SEATTLE WA)
IL
09/06/2016 - 01/14/2021
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC (Glen Ellyn IL)
WA
06/15/2016 - 08/29/2016
RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC (SEATTLE WA)
IL
04/01/2013 - 06/15/2016
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (CHICAGO IL)
IL
06/01/2010 - 09/04/2012
INVESCO DISTRIBUTORS, INC. (OAKBROOK TERRACE IL)
IL
03/02/1999 - 11/09/2011
VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)
IL
08/12/2005 - 01/14/2010
MORGAN STANLEY DISTRIBUTION, INC. (OAKBROOK TERRACE IL)
NY
05/06/1989 - 11/13/1989
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BOTH
Issued 06/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/03/2008
Series 24 - General Securities Principal Examination
BC
Issued 02/20/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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