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Employer firm

Vestia Personal Wealth Advisors CRD 290565

$1.06B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Vestia Personal Wealth Advisors

9121 Illinois Road Suite 51, Fort Wayne, IN 46804 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2026-07-09
TN RA APPROVED 2026-07-09
  • MO RA
    APPROVED
    Since 2026-07-09
  • TN RA
    APPROVED
    Since 2026-07-09

Branch Locations

9121 Illinois Road Suite 51, Fort Wayne, IN 46804 • United States

3811 Bedford Ave Suite 206, Nashville, TN 37215 • 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
Larson Financial Group, Llc Saint Louis MO 03/2011 05/2026
Larson Financial Securities, Llc Saint Louis MO 03/2011 05/2026
Vestia Personal Wealth Advisors Fort Wayne IN 06/2026 Present
Ausdal Financial Partners, Inc Davenport IA 08/2026 Present
Previous Registrations
  • 2015-08-26 → 2026-05-28
    Saint Louis, MO
    Saint Louis, MO
    St. Louis, MO
    Lakewood, CO
    Quincy, IL
    Kansas City, KS
    Saint Louis, MO
Other Businesses

INSURANCE SALES; INVESTMENT RELATED; NASHVILLE, TN; INSURANCE SALES; AGENT; ACTIVITY BEGAN 06/2012; I DEVOTE APPX 3-5 HOURS TO THIS ACTIVITY PER MONTH ALL DURING TRADING HOURS; PROVIDE ADVICE TO CLIENTS WHICH CAN INCLUDE INSURANCE CONCEPTS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-31
S63 Uniform Securities Agent State Law Examination 2009-04-25
  • S66 Uniform Combined State Law Examination
    2014-12-31
  • S63 Uniform Securities Agent State Law Examination
    2009-04-25
Designations
  • Certified Financial Planner
Other Names
  • Andi Megan Fletcher
  • Andrea Fletcher

View on SEC IAPD

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