Andrew Michael Kret

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2011 → 04/2026
  Northwestern Mutual Investment Services, Llc
  Broomfield, CO
• 12/2012 → Present
  Jordan Smith
  Lakewood, CO
• 08/2015 → 04/2026
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 12/2021 → Present
  Sky Hawks
  Arvada, CO
• 04/2026 → Present
  Raymond James Financial Services, Inc.
  Golden, CO
• 07/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Lakewood, CO

Other Businesses

(1)Name of Business: WJR Colorado Address: 1746 Cole Blvd Ste 310, Lakewood, CO, 80401-3295, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 03/31/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of support company. Payroll runs through here. (2)Name of Business: Zenith Wealth Concepts Address: 1746 Cole Blvd Ste 310, Lakewood , CO, 80401, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/31/2012 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Job title is Director of Investment and Planning. Manage investment book of business for practice and handle all para planning for all households.\n (3)Name of Business: Zenith Wealth Partners Address: 1746 Cole Blvd Ste 310, Lakewood, CO, 80401-3295, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/31/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner in LLC with Jordan Smith

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-08
• S63 Uniform Securities Agent State Law Examination
  2012-02-13