Andrew Michael Agree

Current Employers

Employment History

• 06/2011 → 05/2020
  Waddell & Reed, Inc.
  Omaha, NE
• 06/2011 → 05/2020
  Various Insurance Carriers For W&R Insurance Agencies
  Omaha, NE
• 05/2012 → 05/2020
  Andy Agree
  Omaha, NE
• 06/2014 → 05/2020
  Aspire Inc
  Omaha, NE
• 05/2020 → Present
  Ameriprise Financial Services Llc
  Omaha, NE

Previous Registrations

• 2011-02-27 → 2020-06-03
  Waddell & Reed
  Omaha, NE
  Savage, MN
  Omaha, NE
• 2007-01-29 → 2011-06-24
  Edward Jones
  Omaha, NE

Other Businesses

Business Ownership; Aspire, Inc.; Owner; Aspire now has two functions: 1) It serves as a tax management arrangement for my business as Financial Advisor. Ameriprise earnings are transferred to Aspire business account and distributed from there to a personal account for living expenses. 2) With sales for my books now in process (see other OBA) sales proceeds are deposited directly into the above-mentioned Aspire, Inc. account as business earnings..; 1606 N 53rd St, , Omaha, NE, 68104; Investment-Related; 01/01/2014; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Author, promoter of novel and non-fiction booksnd non-fiction book; Under the Aspire, Inc. S-Corp entity, I am continuing to publish content under the pen name Drew Avery. As of 09/09/2024 my novel and my non-fiction book are for sale on Amazon, in print, e-book and soon to be audiobook form. Supportive activities may include promotions at bookstores or interviews and Omaha area "junkstock" events. The novel Father By Blood concerns a rural town family saga and murder mystery. The non-fiction Doubt Your Doubt is an invitation to religious faith for agnostics. Neither book has any relation to contemporary investing or economics or my activities as a financial advisor. Also under the name Drew Avery, I will submit an opinion essay for publication - again having no relation to my status as a Financial Advisor. I have and will continue to use the marketing agency Concierge Marketing for production and promotion of books under the Drew Avery name. I maintain a Facebook page Drew Avery - Author.; 1606 N 53rd St, , Omaha, NE, 68104; Not Investment-Related; 05/12/2012; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2007-01-19
• S63 Uniform Securities Agent State Law Examination
  2004-01-02

Other Names

• Andrew Agree
• Andy Agree