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Andrew Richard Doppelt

Correll Co. Investment Services Corp.

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About Andrew Richard Doppelt

Andrew Doppelt is a financial advisor with over 27 years of experience. Andrew currently works with Correll Co. Investment Services Corp. Andrew has previously worked at several other financial institutions, including Sterne Agee Financial Services, Inc. Andrew holds the Series 6, Series 63 and SIE licenses and has specialized in Retirement Planning and Financial Planning.

Firm Information

Andrew Doppelt is currently registered with Correll Co. Investment Services Corp.. Correll Co. Investment Services Corp. is a Corporation formed in December 1995. The firm is registered with the SEC and 16 states, and has a total of 260,311,837 in regulatory assets under management. They offer investment advisory services including pension consulting and portfolio management for individuals. Their client base includes pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

$260.31M

Assets Under Management

79

Total Clients

8

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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percentage of assets

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

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Andrew Doppelt’s Registration & Firm History

IL

09/17/2015 - Present

Correll Co. Investment Services Corp. (Arlington Heights IL)

IL

09/12/2014 - 10/08/2015

STERNE AGEE FINANCIAL SERVICES, INC. (ARLINGTON HEIGHTS IL)

IL

09/25/2009 - 09/12/2014

WRP INVESTMENTS, INC. (ARLINGTON HEIGHTS IL)

IL

09/08/2009 - 10/05/2009

LPL FINANCIAL CORPORATION (ARLINGTON HEIGHTS IL)

IL

03/06/2006 - 09/08/2009

WATERSTONE FINANCIAL GROUP, INC. (ARLINGTON HEIGHTS IL)

TX

04/05/2000 - 03/07/2006

NFP SECURITIES, INC. (AUSTIN TX)

MA

02/05/1992 - 05/02/2000

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

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Licenses & Designations

BC

Issued 02/11/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Richard Doppelt.
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