Andrea Joellen Argue

Current Employers

Employment History

• 06/2016 → Present
  Lpl Financial, Llc
  Waukesha, WI
• 05/2016 → Present
  Kave Family Financial
  Waukesha, WI
• 06/2016 → Present
  Householder Group Estate & Retirement Specialists
  Waukesha, WI

Previous Registrations

• 2016-06-20 → 2022-02-22
  Householder Group Estate & Retirement Specialists
  Waukesha, WI
• 2010-01-25 → 2016-06-24
  Woodbury Financial Services, Inc.
  Waukesha, WI
  Naples, FL
  Waukesha, WI
• 2004-11-12 → 2010-01-29
  Msi Financial Services, Inc.
  Milwaukee, WI
  Milwaukee, WI

Other Businesses

1. 06/17/2016 - Kave Family Financial - Investment Related - Waukesha, WI 53188 - Non-Variable Insurance - Start Date - 06/17/2016 - 8 Hours Per Month/2 Hours During Securities Trading - Time Spent 10%. 2. 06/17/2016 - KAVE FAMILY FINANCIAL/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 80%/ WAUKESHA, W 3. 04/19/2022 - Great Valley Advisor Group, Inc. - DBA: Kave Family Financial - Investment-Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 10/25/2021 - 100 Hours Per Month/5 Hours During Securities Trading - Time Spent 60% - I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in 4/2022. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.advisorinfo.sec.gov/IAPD. This firm is separate from and independent of LPL Financial. 4. 04/19/2022 - Great Valley Advisor Group, Inc. - DBA: Great Valley Advisor Group, Inc. - Investment-Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 10/28/2021 - 40 Hours Per Month/3 Hours During Securities Trading - Time Spent 25% - I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in 4/2022. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.advisorinfo.sec.gov/IAPD. This firm is separate from and independent of LPL Financial. 5. 08/24/2023 - Real Estate Rental - Duplex Rental - Investment Related - Pewaukee, WI - Start Date 08/13/2021 - 1 Hour Per Month/ 0 Hours During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-11-11

Designations

Other Names

• Andrea Kave
• Andrea J Kave
• Andrea Joellen Kave
• Andrea Joellen Argue
• Andrea Joellen Kave