Andrew Ellermann, financial advisor Vincennes IN

Andrew Ellermann

CRD Number: 4701154
Current Firm: Kestra Advisory Services, LLC

Andrew Ellermann (CRD# 4701154) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Vincennes, IN and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Advisory Services, LLC Vincennes, IN Mar 2023 - Current 1
Kestra Investment Services, LLC Vincennes, IN Mar 2023 - Current 1
Lpl Financial LLC Vincennes, IN Nov 2009 - Mar 2023 13
Old National Bank Vincennes, IN Sep 2009 - Mar 2023 13
Crop Tech Vincennes, IN Apr 2009 - Oct 2016 7
Screen Printing Plus Vincennes, IN Mar 2009 - Oct 2015 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2006
Contact Info for Andrew J. Ellermann
Phone Number: 8445537872
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
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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