Andrew Beckerman

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Washington, MO
• 11/2016 → 09/2022
  Wells Fargo Clearing Services, Llc
  Washington, MO
• 09/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Washington, MO

Other Businesses

BWB FINANCIAL LLC, INV RELATED, WASHINGTON, MO, 100% OWNERSHIP, START 6/3/2022, 160 HOURS PER MONTH, 130 HOURS DURING TRADING, FINET PRACTICE. FINTERIS EAST LLC, INV RELATED, WASHINGTON, MO, 20% OWNERSHIP, START 6/3/2022, 5 HOURS PER MONTH, 5 HOURS DURING TRADING, FINET PRACTICE. L905 LLC, INV RELATED, WASHINGTON, MO, 70% OWNERSHIP, START 6/3/2022, 5 HOURS PER MONTH, 5 HOURS DURING TRADING, FINET PRACTICE. 1301 LANDMARK, LLC, INVT RELATED, WASHINGTON, MO, 25% OWNERSHIP, START DATE 3/6/2023, 1 HR PER MONTH, 0 HRS DURING TRADING, COMMERCIAL PROPERTY FOR FINET PRACTICE.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-11-11

Designations

• Certified Financial Planner

Other Names

• Andy Beckerman
• Andrew Joseph Beckerman
• Andrew Joseph Beckerman