Andreas Shick (CRD# 7277776) is an Investment Advisor Representative working at Grand Capital Advisors, LLC in Grand Blanc, MI and has over 3 years of experience in the finance industry. Andreas Shick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 6049892
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grand Capital Advisors, LLC | Grand Blanc, MI | Jan 2024 - Current | < 1 |
| Grand Capital Advisors, LLC | Grand Blanc, MI | Jul 2020 - Current | 3 |
| Self-employed | Linden, CO | Jan 2019 - Jul 2020 | 1 |
| Centurion Medical Products | Williamston, MI | Sep 2016 - Jan 2019 | 2 |
| Unemployed | Linden, MI | May 2016 - Sep 2016 | < 1 |
| University Of Dayton | Dayton, OH | Aug 2012 - May 2016 | 3 |
| Azimuth Corporation | Dayton, OH | Mar 2015 - Jan 2016 | < 1 |
| Cook Medical | Bloomington, IN | Jan 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- MI
- TX
-
Total Assets Under Management92MILLIONS
-
Total Number of Accounts215ACCOUNTS
-
Average Account Value$428,988
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MI, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.