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Andrew W Scheffer

Core Planning

Scarsdale, NY

Ofallon, MO

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Current Employers
Core Planning

706 N Main St, Ofallon, MO 63366 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-07-16
NY RA APPROVED 2025-03-26
MO RA APPROVED 2024-05-10
CA RA APPROVED 2024-05-08
  • CT RA
    APPROVED
    Since 2025-07-16
  • NY RA
    APPROVED
    Since 2025-03-26
  • MO RA
    APPROVED
    Since 2024-05-10
  • CA RA
    APPROVED
    Since 2024-05-08

Branch Locations

Scarsdale, NY • United States

706 N Main St, Ofallon, MO 63366 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 12/2018 09/2022
Yoma Bank Yangon 05/2016 01/2017
Andrew Scheffer Dba 2 Minute M.O.N.K Method Carlsbad CA 01/2014 Present
Fidelity Investments Scarsdale NY 09/2022 10/2023
Core Planning St. Louis MO 04/2024 Present
  • 12/2018 → 09/2022
    St Louis, MO
  • 05/2016 → 01/2017
    Yoma Bank
    Yangon
  • 01/2014 → Present
    Andrew Scheffer Dba 2 Minute M.O.N.K Method
    Carlsbad, CA
  • 09/2022 → 10/2023
    Fidelity Investments
    Scarsdale, NY
  • 04/2024 → Present
    St. Louis, MO
Previous Registrations
  • 2022-10-25 → 2023-10-25
    Fidelity Personal And Workplace Advisors
    Scarsdale, NY
  • 2019-03-05 → 2022-09-02
    Carlsbad, CA
    St Louis, MO
    Carlsbad, CA
    Carlsbad, CA
    Scarsdale, NY
    Scarsdale, NY
Other Businesses

Andrew Scheffer, Consultant and Advisor DBA 2 Minute M.O.N.K Method- Non-Investment-Related, Address: 11 Meadow road, Scarsdale, NY 10583, Description: Leadership coaching, Position: Founder, Start Date; 01/2014, Duties: Marketing to and coaching senior executives, Time: 10 hours per month, 4 hours per month during securities trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-04
  • S66 Uniform Combined State Law Examination
    2019-03-04
Other Names
  • Andrew W. Scheffer
  • Andrew W Scheffer
  • Andrew Scheffer

View on SEC IAPD

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