Andrew John Battin Wessell

Employer firm

Fiduciary Financial Advisors CRD 172103

$1.33B regulatory AUM 59 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• DIGITAL ASSET MANAGEMENT, OUTSOURCED CCO

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

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

Current Employers

Employment History

• 09/2014 → 03/2017
  Crowe
  Grand Rapids, MI
• 03/2017 → 11/2020
  Kid's Food Basket
  Grand Rapids, MI
• 01/2021 → Present
  Fiduciary Financial Advisors
  Grand Rapids, MI

Previous Registrations

• 2005-12-12 → 2007-04-25
  Chase Investment Services Corp.
  Chicago, IL
  Chicago, IL
• 2005-10-14 → 2005-11-23
  Ameriprise Financial Services, Llc
  Chicago, IL

Other Businesses

1. St. Mary's Foundation. Not Investment Related. Grand Rapids, MI. Start Date: 07/2023. Board Treasurer & member of the board's executive committee. Less than 5 hours per month during securities trading hours. Less than 5 hours per month outside of securities trading hours. Review financials and communicate to larger board of directors.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-30
• S66 Uniform Combined State Law Examination
  2005-10-13