Stefan Edwin Andrews

Current Employers

Employment History

• 03/2008 → 08/2017
  United States
  Indianapolis, IN
• 08/2014 → 12/2022
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 08/2014 → 12/2022
  First Command Insurance Services, Inc.
  Fort Worth, TX
• 12/2015 → 12/2022
  First Command Advisory Services
  Fort Worth, TX
• 12/2022 → 01/2025
  Lincoln Financial Advisors
  Naples, FL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Naples, FL

Previous Registrations

• 2022-12-19 → 2025-01-24
  Osaic Fa, Inc.
  Naples, FL
  Naples, FL
  Radnor, PA
  Naples, FL
  Naples, FL
• 2015-12-15 → 2022-12-21
  First Command Advisory Services
  Fort Worth, TX
  El Paso, TX
  Fort Worth, TX
  Bonita Beach, FL
• 2014-07-14 → 2015-12-15
  First Command Brokerage Services, Inc.
  El Paso, TX
  Spokane, WA
  El Paso, TX
  Fort Worth, TX
  Orlando, FL
  Estero, FL

Other Businesses

1) ANDY'S AUTOMOTIVE & TRUCK SERVICES, LLC POSITION: Owner NATURE: Automotive repair specializing in commercial fleets and mobile maintenance INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2022 ADDRESS: 4563 Sunbeam Rd, Jacksonville FL 32257, United States DESCRIPTION: accounting, marketing, collaborating with partners, business planning 2) STEFAN "ANDY" ANDREWS, 2381 FALLGLO ST., NAPLES FL CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT INSURANCE, HEALTH INSURANCE, FIXED ANNUITIES, TRADITIONAL LIFE INSURANCE START DATE: 11/2022 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 3) DIVERSIFIED PROFESSIONAL COACHING, 4850 TAMIAMI TRAIL N STE 301, NAPLES FL CATEGORY: CONSULTING INVESTMENT RELATED: NO TITLE: CONSULTANT/COACH DUTIES: COACH BUSINESS OWNERS ON THE PROBLEMS THEY ARE FACING WITHIN THEIR ORGANIZATION START DATE: 07/2023 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 2 4) BUSINESS COACH POSITION: Coach NATURE: This is a business coaching organization. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2025 ADDRESS: 3789 Wall Ave, South Ogden UT 84405, United States DESCRIPTION: I will be coaching business owners on the problems they are facing within their organization. 5) ANDREWS WEALTH STRATEGIES POSITION: Owner NATURE: Business administration and personal income management for licensed financial professional. The LLC provides administrative support, handles business expenses, and facilitates operations related to my financial planning practice. The entity does not provide financial services, investment advice, or handle client funds. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/30/2022 ADDRESS: 2381 Fallglo St, Naples FL 34120, United States DESCRIPTION: I am responsible for overseeing the administrative and operational functions of the LLC. My duties include managing business finances such as receiving income, paying expenses, maintaining accounting records, coordinating with tax professionals, and ensuring compliance with relevant tax and business regulations. The LLC does not provide financial planning services, investment advice, or interact with clients. All financial planning activities are conducted solely under my capacity as a registered representative and are fully disclosed through my broker-dealer. 6) HERITAGE FINANCIAL CONSULTANTS POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 170 START DATE: 01/01/2023 ADDRESS: 307 International Circle, Suite 390, Hunt Valley MD 21030, United States DESCRIPTION: I am a financial planner

Exams

• S66 Uniform Combined State Law Examination
  2014-07-14

Other Names

• Andy Andrews