Andrew Denney
CRD Number: 4751722Current Firm: Onedigital Investment Advisors
Compensation Model: Both
Andrew Denney (CRD# 4751722) is an Investment Advisor Representative working at Independent Financial Partners in Springfield, MO and has over 13 years of experience in the finance industry.
CRD# 5600823
Ameriprise Financial Services, LLC
CRD# 1351311
Edward Jones
CRD# 2020476
Pension Consultants Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Onedigital Investment Advisors LLC | Overland Park, KS | Dec 2017 - Current | 6 |
| Independent Financial Partners | Springfield, MO | Feb 2017 - Jan 2018 | < 1 |
| Lpl Financial, LLC | Springfield, MO | Oct 2015 - Dec 2017 | 2 |
| Resources Investment Advisors, Inc. | Leawood, KS | Oct 2015 - Jun 2017 | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jul 2010 - Oct 2015 | 5 |
| Lawing Financial Inc. | Overland Park, KS | Oct 2008 - Oct 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2004 |
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-
Total Assets Under Management107,102MILLIONS
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Total Number of Accounts57,121ACCOUNTS
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Average Account Value$1,875,008
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV, WY
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