Best Investors Account Sign in
Inactive

Patrick Andrews

Wwa Planning & Investments

Columbus, IN

Claim This Profile
Current Employers
Wwa Planning & Investments

427 Washington St, Columbus, IN 47201 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2021-09-21
TX RA APPROVED 2021-09-21
  • IN RA
    APPROVED
    Since 2021-09-21
  • TX RA
    APPROVED
    Since 2021-09-21

Branch Locations

427 Washington St, Columbus, IN 47201 • 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
Wwa Planning & Investments Columbus IN 04/2021 Present
Cummins, Inc Columbus IN 01/2013 04/2021
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-27
  • S65 Uniform Investment Adviser Law Examination
    2021-08-27
Designations

View on SEC IAPD

Other Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
W&S BROKERAGE SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MCAVOY KEMP WEALTH MANAGEMENT, LLC
FIFTH THIRD SECURITIES, INC.

Other Investors

James Robert Ostermueller
Kevin Joseph Lane
TROY JAMES FORMAN
NICHOLAS DANIEL COMBS
Bryan K Hanner
Lonnie D Tate
Paul Dayment
ROBERT J FISCHVOGT

Other Offices

EDWARD JONES · COLUMBUS, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · COLUMBUS, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · COLUMBUS, IN
CETERA INVESTMENT ADVISERS LLC · COLUMBUS, IN
EDWARD JONES · COLUMBUS, IN
LPL FINANCIAL LLC · COLUMBUS, IN
W&S BROKERAGE SERVICES, INC. · Columbus, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Columbus, IN

More in Columbus, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor