Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Dejong is an Investment Advisor Representative at IPI Wealth Management, Inc. with over 9 years of experience in the financial services industry. Andrew is licensed to provide investment advice in Florida, Illinois, Michigan, and Nevada. Andrew has a strong background in financial planning, portfolio management, and investment company products. Andrew specializes in working with high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and insurance companies. Andrew's previous experience includes working at SagePoint Financial, Inc. and Woodstock Financial Group, Inc. Andrew is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
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.
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.
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2
NV
07/20/2020 - Present
IPI Wealth Management, Inc. (Las Vegas NV)
NV
01/08/2019 - 12/06/2019
WOODSTOCK FINANCIAL GROUP, INC. (Las Vegas NV)
NV
09/03/2015 - 12/31/2018
SAGEPOINT FINANCIAL, INC. (LAS VEGAS NV)
NV
08/28/2013 - 06/30/2015
SAGEPOINT FINANCIAL, INC. (LAS VEGAS NV)
NV
06/29/2012 - 10/09/2012
AMERIPRISE FINANCIAL SERVICES, INC. (LAS VEGAS NV)
WI
01/21/2004 - 04/29/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 07/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2017
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 06/28/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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