Dennis Andres, financial advisor South Bend IN

Dennis Andres

CRD Number: 5484250
Current Firm: Advice And Planning Services

Dennis Andres (CRD# 5484250) is an Investment Advisor Representative working at Advice And Planning Services in South Bend, IN and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC South Bend, IN Mar 2013 - Current 7
Tiaa South Bend, IN Mar 2013 - Current 7
Metlife Securities Inc. South Bend, IN Apr 2012 - Mar 2013 < 1
Morgan Stanley Smith Barney South Bend, IN Jun 2009 - Apr 2012 2
Sharp Concepts Inc. Rochester, NY Dec 2001 - Apr 2012 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Dennis J. Andres
Phone Number: 212-490-9000
Firm Website: https://www.tiaa.org
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    25,183
    MILLIONS
  • Total Number of Accounts
    69,021
    ACCOUNTS
  • Average Account Value
    $364,861
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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BADGES
Clean Record
This advisor has a clean track record with regulators.

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