Andrew Ulvestad (CRD# 6859949) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sioux Falls, SD and has over 5 years of experience in the finance industry.
CRD# 5588123
Compass Financial Group, Inc.
CRD# 6868599
Cwm, LLC
CRD# 2610909
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avera Select Basketball | Sioux Falls, SD | Oct 2023 - Current | < 1 |
| N/a | Yankton, SD | Aug 2021 - Current | 2 |
| Cornerstone Financial Solutions | Huron, SD | Dec 2020 - Current | 3 |
| Raymond James Financial Services, Inc. | Huron, SD | Nov 2018 - Current | 5 |
| Raymond James Financial Services Advisors, Inc. | Huron, SD | Nov 2018 - Current | 5 |
| James Valley Christian School | Huron, SD | Jul 2017 - Current | 7 |
| Amazon | Tea, SD | Sep 2022 - Jan 2023 | < 1 |
| Thrivent Financial | Appleton, WI | Sep 2018 - Nov 2018 | < 1 |
| Thrivent Investment Management, Inc. | Huron, SD | May 2018 - Nov 2018 | < 1 |
| Thrivent Financial | Huron, SD | Sep 2017 - Sep 2018 | 1 |
| South Dakota State University | Brookings, SD | Aug 2014 - May 2018 | 3 |
| Dakotaland Federal Credit Union | Volga, SD | May 2016 - Aug 2017 | 1 |
| Sioux Valley School | Volga, SD | Sep 2014 - May 2016 | 1 |
| James Valley Christian School | Huron, SD | Aug 2007 - Jul 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- SD
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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