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Andrew David Tsu

Ignite Planners LLC

Irvine, CA

San Clemente, CA

CRD 7337227

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Employer firm

Ignite Planners LLC CRD 289797

$1.14B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Ignite Planners Llc

109 E. Escalones, San Clemente, CA 92672 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-25
TX RA APPROVED 2025-03-25
  • CA RA
    APPROVED
    Since 2025-03-25
  • TX RA
    APPROVED
    Since 2025-03-25

Branch Locations

15615 Alton Parkway Suite 450, Irvine, CA 92618 • United States

109 E. Escalones, San Clemente, CA 92672 • 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
Npb Financial Group, Llc Burbank CA 02/2021 06/2022
Andrew Tsu Esq. Irvine CA 05/2022 Present
Spach, Capaldi & Waggaman, Llp Newport Beach CA 02/2010 02/2022
Western International Securities, Inc. Pasadena CA 06/2022 01/2024
Western International Securities, Inc. Pasadena CA 01/2024 02/2025
Ignite Planners Llc San Clemente CA 02/2025 Present
  • 02/2021 → 06/2022
    Npb Financial Group, Llc
    Burbank, CA
  • 05/2022 → Present
    Andrew Tsu Esq.
    Irvine, CA
  • 02/2010 → 02/2022
    Spach, Capaldi & Waggaman, Llp
    Newport Beach, CA
  • 06/2022 → 01/2024
    Western International Securities, Inc.
    Pasadena, CA
  • 01/2024 → 02/2025
    Western International Securities, Inc.
    Pasadena, CA
  • 02/2025 → Present
    San Clemente, CA
Previous Registrations
  • 2022-06-24 → 2025-02-07
    Western International Securities, Inc.
    Pasadena, CA
    Irvine, CA
  • 2021-03-01 → 2022-06-27
    Npb Financial Group, Llc
    Irvine, CA
Other Businesses

1.Name of OBA - Andrew Tsu Licensed Attorney 2.Whether it is investment related - No 3.Address of OBA 12175 Wyne Court, Tustin Ca 4.Nature of OBA - Attorney 5.Title - Attorney 6.The Start date of OBA 10/14/2021 7.Approx Number of Hours devoted to OBA per month 10 8.Approx Number of Hours devoted to OBA per month during trading hours 10 9.Duties - Sporadic Legal Work, non investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-01
  • S65 Uniform Investment Adviser Law Examination
    2021-03-01
Other Names
  • Andy Tsu

View on SEC IAPD

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