Andrew John Greene

Current Employers

Employment History

• 04/2014 → 12/2016
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomington, MN
• 01/2017 → 02/2018
  Bank Of America, N.A.
  Bloomington, MN
• 02/2018 → 06/2019
  Wells Fargo Advisors Financial Network, Llc
  Plymouth, MN
• 06/2019 → 06/2022
  Sa Stone Wealth Managment
  Plymouth, MN
• 06/2022 → 01/2024
  Woodbury Financial Services Inc
  Minnetonka, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Minnetonka, MN

Previous Registrations

• 2022-06-27 → 2024-01-19
  Woodbury Financial Services, Inc.
  Minnetonka, MN
  Lake Elmo, MN
  Minnetonka, MN
• 2019-06-28 → 2022-06-27
  Stonex Advisors Inc.
  Plymouth, MN
  Birmingham, AL
  Plymouth, MN
• 2018-02-21 → 2019-07-08
  Wells Fargo Advisors Financial Network, Llc
  Plymouth, MN
• 2015-01-14 → 2018-02-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomington, MN

Other Businesses

1) NORTHPOINTE WEALTH MANAGMENT, LLC POSITION: President and Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/02/2022 ADDRESS: 13911 Ridgedale Dr, Suite 335, Minnetonka MN 55305, United States DESCRIPTION: I offer my clients traditional fixed insurance products which include Life, Disability, LTC, Annuities and Group Life, Disability, and Health Insurance Benefit Plans. 2) EXECUTOR FOR KEVIN GREENE AND CARY PETERSON POSITION: Executor NATURE: Executor INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/28/2022 ADDRESS: 13911 Ridgedale Dr, Suite 335, Minnetonka MN 55305, United States DESCRIPTION: Dad and Step dad Executor upon both passing Distribute estate- I hold most investment accounts 3) SNOWY MOOSE LLC POSITION: President and Financial Advisor NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/28/2018 ADDRESS: 13911 Ridgedale Dr, Suite 335, Minnetonka MN 55305, United States DESCRIPTION: Distributes funds from his personal bank account into my LLC. From there, will use dollars for business expenses. 4) THE HUNTING SHACK POSITION: member NATURE: I am a member of this hunting shack. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2001 ADDRESS: Northern MN near Backus, MN, Backus MN 56435, United States DESCRIPTION: Member of the Shack. This is owned by 12 members total. Duties include maintaining the land and the shack that the property is on. We do not farm the land. We log the land in sections when the time is right. Proceeds from logging go to funding maintenance of the land, property and upkeep costs. No funds are distributed to members. 5) BENEFICIARY AND EXECUTOR OF ROBERT JENSEN POSITION: Beneficiary NATURE: N/A INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/21/2022 ADDRESS: 105 Central Ave E, Suite A, St Michael MN 55376, United States DESCRIPTION: I am a part beneficiary of my step-father and executor 6) BENEFICIARY OF MICK AND JEANNE QUALEN (GRANDPARENTS) POSITION: Beneficiary NATURE: N/A INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/22/2022 ADDRESS: 105 Central Ave E, Suite A, St Michael MN 55376, United States DESCRIPTION: I am a part beneficiary of my grandparents estate 7) MICKS HUNTING SHACK POSITION: Registered Agent NATURE: LLC with 12 members INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2024 ADDRESS: Northern MN near Backus, Backus MN 56435, United States DESCRIPTION: My duties will include managing the finances along with another member. I will have check writing authority. General Maintenance of the land and dwelling. 8) NORTHPOINTE WEALTH MANAGMENT, LLC POSITION: President and Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/02/2022 ADDRESS: 105 Central Ave E, Suite A, St Michael MN 55376, United States DESCRIPTION: I offer my clients traditional fixed insurance products which include Life, Disability, LTC, Annuities and Group Life, Disability, and Health Insurance Benefit Plans. 9) NORTHPOINTE WEALTH MANAGEMENT, LLC - DBA POSITION: President and Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 35 START DATE: 05/02/2022 ADDRESS: 105 Central Ave E, Suite A, St Michael MN 55376, United States DESCRIPTION: DBA for securities business.Beginning with my move.

Exams

• S66 Uniform Combined State Law Examination
  2015-01-13

Other Names

• Andrew J Greene