Andrew Robert Wingerd

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 06/2021 → 01/2022
  Financial Dimensions Group, Inc.
  New Brighton, MN
• 06/2020 → 08/2020
  Financial Dimensions Group, Inc.
  New Brighton, MN
• 05/2019 → 09/2019
  Kno Wood Works
  Minneapolis, MN
• 06/2018 → 08/2018
  Financial Dimensions Group, Inc.
  New Brighton, MN
• 06/2017 → 08/2017
  Financial Dimensions Group, Inc.
  New Brighton, MN
• 05/2014 → 08/2017
  Highland Little League
  St. Paul, MN
• 08/2017 → 05/2021
  Saint John's University
  Collegeville, MN
• 08/2013 → 05/2017
  Cretin Derham Hall
  St. Paul, MN
• 11/2021 → 05/2025
  Osaic Wealth, Inc. Fka Royal Alliance Associates, Inc.
  El Dorado Hills, CA
• 01/2022 → 05/2025
  Financial Dimensions Group, Inc.
  New Brighton, MN
• 05/2025 → Present
  Lpl Financial Llc
  New Brighton, MN

Previous Registrations

• 2024-02-27 → 2025-05-05
  Osaic Wealth, Inc.
  New Brighton, MN
• 2022-01-05 → 2024-11-01
  Financial Dimensions Group, Inc.
  Arden Hills, MN
  New Brighton, MN

Other Businesses

1- 04/2025 / Wingerd Financial Group / DBA for LPL Business (entity for LPL business) / Investment Related / 200 hrs mth / 100 hrs during trading / At reported business location(s) 2- 04/2025 / Andrew Wingerd / Real Estate Rental / Investment Related / 1 hr mth / Saint Paul, MN / Start date: 04/01/2023

Exams

• S66 Uniform Combined State Law Examination
  2021-12-28

Designations

• Certified Financial Planner

Other Names

• Andrew Robert Wingerd
• Andrew Wingerd