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Andrew James Fallwell

Lever Wealth Management

Evansville, IN

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Current Employers
Lever Wealth Management

Evansville, IN • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-02-19
IN RA APPROVED 2024-07-29
  • TX RA
    APPROVED_RES
    Since 2025-02-19
  • IN RA
    APPROVED
    Since 2024-07-29

Branch Locations

Evansville, IN • 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
Northwestern Mutual Investment Services Llc Evansville IN 09/2015 07/2024
Daniel Grimm Evansville IN 04/2015 07/2024
Northwestern Mutual Wealth Management Company Milwaukee WI 11/2015 07/2024
Lever Wealth Management, Llc Evansville IN 03/2024 Present
  • 09/2015 → 07/2024
    Northwestern Mutual Investment Services Llc
    Evansville, IN
  • 04/2015 → 07/2024
    Daniel Grimm
    Evansville, IN
  • 11/2015 → 07/2024
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 03/2024 → Present
    Lever Wealth Management, Llc
    Evansville, IN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-02
  • S66 Uniform Combined State Law Examination
    2015-11-02
Designations
Other Names
  • Andrew James Fallwell
  • Andrew J Fallwell
  • Andrew James Fallwell

View on SEC IAPD

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