Andy Albert Rad

Current Employers

Employment History

• 02/2015 → Present
  Legacy Wealth Management, Llc
  Boise, ID
• 01/2019 → Present
  Lpm Insurance & Agency
  Boise, ID
• 10/2022 → Present
  Legacy Investment Solutions, Llc D.b.a. Ancorato
  Boise, ID

Previous Registrations

• 2022-12-15 → 2023-12-31
  Ancorato
  Boise, ID

Other Businesses

Limited Partner - Rad Family Management, LLC, Not Investment Related, 569 N. Cove Colony Way, Eagle, ID 83616. General Partner for the Al and Clarice Rad Family Partnership. Limited Partner. Family Business. Started in 2010. 20 hours a year. None of the 20 hours is during trading hours. Bookkeeping and Manage their Investments. Limited Partner - Al & Clarice Rad Family Partnership, LLP, 569 N. Cove Colony Way, Eagle ID, Rental Property, Limited Partner. Family Business. Started in 2010. 30 hours a year. None of the 30 hours is during trading hours. Bookkeeping and Manage their Investments. LPM Insurance and Agency, LLC This is not an investment related business. The address of LPM Insurance and Agency, LLC is 13965 W. Chinden Blvd., #100, Boise, ID 83713. This is an insurance agency business. Andy A. Rad is separately licensed as an independent insurance agent through LPM Insurance & Agency, LLC which he owns. In this capacity he can affect transactions in insurance products for his clients and earn commissions for these activities. The fees you pay our firm for advisory services are separate and distinct from the commissions earned by Mr. Rad for insurance related activities. This presents a conflict of interest because Mr. Rad has an incentive to recommend insurance products to you for the purpose of generating commissions rather than solely based on your needs. You always have the right to decide whether to purchase the recommended insurance products and you always have the right to choose any licensed insurance agent to purchase insurance products through. Approximate Number of Hours a year is 20 hours. All 20 hours is outside of trading hours. Duties previously described. Legacy Integrated, LLC - Owner through LPM This is an investment related business, 13965 W. Chinden Blvd #100, Boise, ID 83713, a business that provides wealth advisory services, General Partner, provide input on the board, July 2019, 10 hours a month and all 10 hours are during trading hours, I am on the board and handle various administrative tasks associated with the entity. Legacy Peak Insurance, LLC Legacy Peak Insurance, LLC is not an investment related business, the address is 839 Camille Cir, Centerville, UT 84014, this is an insurance business. I am a partial owner through Legacy Portfolio Management. August 2, 2021, 2 hours a year spend with no time during trading hours. I am merely an owner through Legacy Portfolio Management.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-02-17