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Andrew R Johnsen

Waterloo Capital

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About Andrew R Johnsen

Andrew Johnsen is a financial advisor with over eight years of experience in the financial services industry. He is currently registered with Waterloo Capital and holds a Series 7, Series 66 and SIE licenses. Andrew has worked with Titleist Capital, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated previously. He has worked in both Dallas and Austin, TX. Andrew's specialties include financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. Andrew is also a member of the advisory board for a self-made training facility.

Firm Information

Andrew Johnsen is currently registered with Waterloo Capital. Waterloo Capital is an investment advisory firm located in Austin, Texas. The firm provides a range of services, including financial planning, pension consulting, and portfolio management. They specialize in serving high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. The firm has approximately $1.3 billion in regulatory assets under management. Waterloo Capital is registered with the SEC and has a wrap fee program.
Waterloo Capital

2700 VIA FORTUNA

AUSTIN, TX 78746

$1.30B

Assets Under Management

Not reported

Total Clients

37

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Andrew Johnsen’s Registration & Firm History

TX

02/02/2023 - Present

Waterloo Capital (DALLAS TX)

TX

07/22/2020 - 03/02/2023

TITLEIST CAPITAL, LLC (Dallas TX)

TX

11/20/2014 - 07/20/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)

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Licenses & Designations

BOTH

Issued 01/09/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew R Johnsen.
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