Andrew J. Mika

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 06/2021
  United Planners Financial Services
  Scottsdale, AZ
• 01/2016 → 06/2021
  Pegasus Financial Group
  Chantilly, VA
• 01/2016 → 06/2021
  Pegasus Financial Group
  Chantilly, VA
• 06/2021 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 06/2021 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 05/2025 → Present
  Lpl Financial Llc
  Falls Church, VA

Previous Registrations

• 2021-06-28 → 2025-05-01
  Grove Point Advisors, Llc
  Falls Church, VA
  Rockville, MD
• 2016-05-24 → 2021-06-28
  Pegasus Financial Group Llc
  Chantilly, VA

Other Businesses

1. Meighan Wealth Management Group- Non-Variable Insurance-INV Related- At Reported Business Location(s)- Start date 06/10/2021- 1 Hour Per Month- 1 Hour During Trading 2. Meighan wealth Management Group- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 02/14/2025- 160 Hours Per Month- 160 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2016-04-14

Designations

• Certified Financial Planner

Other Names

• Andy J Mika
• Andrew J Mika
• Andrew Joseph Mika