Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Yu Kang is a financial advisor currently registered as an Investment Advisor Representative (IAR) with Chicago Partners Investment Group LLC in Chicago, Illinois. Andrew has been in the financial services industry since July 2017. Andrew has passed the Series 63, Series 65, Series 7, and SIE examinations. Andrew was previously registered with TD Ameritrade, Inc. in San Diego, California. Andrew specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Chicago Partners Investment Group LLC is a registered investment advisor with approximately $4.59 billion in assets under management. The firm offers a variety of advisory services, including financial planning, portfolio management, and selection of other advisors. The firm also provides a robo-advisory offering and 401(k) plan option review and monitoring.
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.
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.
401k plan option review & monitoring
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.
Roboadvisory offering
1
2
IL
01/13/2022 - Present
Chicago Partners Investment Group LLC (CHICAGO IL)
CA
07/10/2017 - 06/23/2020
TD AMERITRADE, INC. (SAN DIEGO CA)
IA
Issued 08/17/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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