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Rodney Lee Andrae

Andrae Financial Services LLC

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About Rodney Lee Andrae

Rodney Andrae is an Investment Advisor Representative with Andrae Financial Services LLC. Rodney has been in the industry since April 2001 and has been with Andrae Financial Services LLC since August 2015. Rodney is registered with the state of Wisconsin and holds the Series 65 license. Rodney specializes in providing financial planning services and portfolio management for individuals. The firm currently manages assets of more than $2.4 million.

Firm Information

Rodney Andrae is currently registered with Andrae Financial Services LLC. Andrae Financial Services LLC is an investment advisor registered with the SEC. They provide financial planning and portfolio management for individuals and charitable organizations. The firm has 30 total accounts under management with $2,419,696 in regulatory assets.

$2.42M

Assets Under Management

Not reported

Total Clients

1

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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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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percentage of assets

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

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Rodney Andrae’s Registration & Firm History

WI

01/18/2025 - Present

Andrae Financial Services LLC (DARLINGTON WI)

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Licenses & Designations

IA

Issued 04/15/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rodney Lee Andrae.
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