Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Mcsheffery Andrus is a financial advisor registered with Wellspring Financial, LLC in South Windsor, CT. Brian has been in the industry since 1986 and has experience in providing financial advice to individuals and high net worth individuals. Brian holds several licenses and designations, including Series 6, Series 26, Series 65, and is a Certified Financial Planner. Brian has previously worked for a number of financial institutions, including Allstate Financial Services, LLC, Main Street Management Company, H.D. Vest Investment Securities, Inc., W.S. Griffith & Co., Inc., Phoenix Equity Planning Corporation, and Travelers Equities Sales, Inc. In addition to his work at Wellspring Financial, LLC, Brian also owns rental property, which he manages with his spouse. Brian is committed to providing his clients with personalized financial advice to help them 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.
Personalized portfolio management to meet individual financial objectives.
Insurance products offered as independent agents include life, long term care, long term disability, and annuities
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
05/07/2021 - Present
Wellspring Financial, LLC (SOUTH WINDSOR CT)
CT
10/01/2003 - 10/07/2015
ALLSTATE FINANCIAL SERVICES, LLC (BRANFORD CT)
MA
12/02/1999 - 09/30/2003
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
TX
05/11/1999 - 12/10/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
CT
03/15/1993 - 05/04/1999
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
06/23/1989 - 03/15/1993
PHOENIX EQUITY PLANNING CORPORATION
CT
03/04/1986 - 03/15/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NA
04/19/1988 - 01/12/1989
TRAVELERS EQUITIES SALES, INC.
IA
Issued 11/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/07/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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