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Inactive

Andrew Kurt Schroeder

Merit Financial Advisors

Alpharetta, GA

Sheboygan Falls, WI

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Current Employers
Merit Financial Advisors

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-03-24
TX RA APPROVED 2025-04-25
WI RA APPROVED 2025-04-25
  • LA RA
    APPROVED
    Since 2026-03-24
  • TX RA
    APPROVED
    Since 2025-04-25
  • WI RA
    APPROVED
    Since 2025-04-25

Branch Locations

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

1160 Fond Du Lac Ave, Sheboygan Falls, WI 53085 • 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
Safeguard Wealth Management Green Bay WI 02/2022 04/2025
Associated Trust Green Bay WI 02/2020 02/2022
Associated Trust Green Bay WI 10/2018 02/2020
Associated Bank Green Bay WI 06/2017 10/2018
Associated Bank Green Bay WI 01/2017 06/2017
University Of Wisconsin - La Crosse La Crosse WI 07/2013 12/2016
Merit Financial Advisors Alpharetta GA 04/2025 Present
  • 02/2022 → 04/2025
    Safeguard Wealth Management
    Green Bay, WI
  • 02/2020 → 02/2022
    Associated Trust
    Green Bay, WI
  • 10/2018 → 02/2020
    Associated Trust
    Green Bay, WI
  • 06/2017 → 10/2018
    Associated Bank
    Green Bay, WI
  • 01/2017 → 06/2017
    Associated Bank
    Green Bay, WI
  • 07/2013 → 12/2016
    University Of Wisconsin - La Crosse
    La Crosse, WI
  • 04/2025 → Present
    Merit Financial Advisors
    Alpharetta, GA
Previous Registrations
  • 2022-02-15 → 2025-04-25
    Safeguard Wealth Management
    Minocqua, WI
Designations
Other Names
  • Andy Schroeder

View on SEC IAPD

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BRENDAN HUGH KEELAN
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RHEANNON LEA BODDIE
VENZON VICENCIO AROMIN
WILLIAM CLAY TUCKER

Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

More in Alpharetta, GA

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