Andrew Papendieck (CRD# 1408187) is an Investment Advisor Representative working at Martin Capital Partners, LLC in Eugene, OR and has over 36 years of experience in the finance industry.
CRD# 1311841
Lpl Financial LLC
CRD# 1302188
Ubs Financial Services Inc.
CRD# 2606372
Sapient Private Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Martin Capital Partners, LLC | Eugene, OR | Sep 2022 - Current | 1 |
| Sheppard Wealth Management LLC | Bend, OR | Nov 2016 - Sep 2022 | 5 |
| The Papendieck Group | Eugene, OR | Nov 2013 - Sep 2022 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1987 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1992 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OR
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Total Assets Under Management333MILLIONS
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Total Number of Accounts670ACCOUNTS
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Average Account Value$496,970
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, OR, TX, WA
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