Unclaimed
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.
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.
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.
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WI
01/18/2025 - Present
Andrae Financial Services LLC (DARLINGTON WI)
IA
Issued 04/15/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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