linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Andrew Warren Schaper

Summit Financial, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andrew? Claim Your Profile

About Andrew Warren Schaper

Andrew Warren Schaper is an investment advisor representative registered with Summit Financial, LLC, in Alabama and has been in the industry since October 30, 2018. Andrew has experience in the financial services industry, having previously worked with Ameriprise Financial Services, LLC, and AXA Advisors, LLC. Andrew is also an insurance agent with Garrett, Perkins & Horton Advisory Partners, a subsidiary of Summit Financial, LLC. Andrew is a Series 7 and Series 66 licensed professional and can provide a variety of financial services, including financial planning, portfolio management, and insurance advice.

Firm Information

Andrew Schaper is currently registered with Summit Financial, LLC. Summit Financial, LLC, is a registered investment adviser based in Parsippany, New Jersey. The firm provides financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers. Summit Financial manages approximately $11.5 billion in assets for individuals, high net worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs 132 investment adviser representatives and has over 19,000 client accounts.
Summit Financial, LLC

4 CAMPUS DRIVE

PARSIPPANY, NJ 07054

$11.55B

Assets Under Management

2

Total Clients

123

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andrew Schaper’s Registration & Firm History

AL

01/04/2024 - Present

Summit Financial, LLC (BIRMINGHAM AL)

AL

05/08/2019 - 01/12/2024

AMERIPRISE FINANCIAL SERVICES, LLC (Birmingham AL)

AL

10/31/2018 - 05/08/2019

AXA ADVISORS, LLC (BIRMINGHAM AL)

Not sure if Andrew Warren Schaper is right for you?

Licenses & Designations

BOTH

Issued 02/06/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/31/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Warren Schaper.
Not sure if Andrew Warren Schaper is right for you?