Andre Gottrel Marshall

Current Employers

Employment History

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2014 → 12/2023
  Advisornet Wealth Partners
  Minneapolis, MN
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-01-27 → 2023-12-04
  Advisornet Wealth Partners
  Minnetonka, MN
  Brooklyn Park, MN

Other Businesses

(1) NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC, DBA ADVISORNET WEALTH PARTNERS - CRD #113074, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: ADVISORY BUSINESS, POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: FEE BASED FINANCIAL PLANNING, ASSET MANAGEMENT; (2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: SELLS FIXED LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; (3) DBA - AGM FINANCIAL, OWNER, DBA FOR VARIOUS ADMINISTRATIVE ISSUES IE HIRING, ORDERING SUPPLIES ETC, MINNEAPOLIS, MN, 1 HOUR PER WEEK. (4) NAME OF OTHER BUSINESS: ZION BAPTIST CHURCH ; INVESTMENT RELATED: NO ; ADDRESS: 621 ELWOOD AVE NORTH. MPLS MN 55411 ; NATURE OF BUSINESS: CHURCH ; START DATE: 08/2021 ; POSITION/TITLE/RELATIONSHIP: DEACON & BOARD MEMBER ; APX NUMBER OF HOURS PER WEEK: 2-4 ; APX NUMBER OF HOURS DURING TRADING HOURS: NONE ; BRIEF DESCRIPTION OF DUTIES: BOARD OF TRUSTEE AND MEMBER OF FINANCIAL COMMITTEE. FUNDRAISING FOR CHURCH. HELPING THE COMMUNITY USING THE SERVICES THE CHURCH OFFERS ; (5) DBA FINANCIAL GUARDIAN, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 6/2015, OWNER, DBA FOR FINANCIAL SERVICES. (6) NAME OF OTHER BUSINESS: AGM FINANCIAL GROUP ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL PLANNING ; START DATE: 09/2020 ; POSITION/TITLE/RELATIONSHIP: OWNER / CEO / FINANCIAL ADVISOR ; APX NUMBER OF HOURS PER WEEK: 50 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING FOR INDIVIDUALS AND BUSINESSES ; (7) NAME OF OTHER BUSINESS: ANDRE MARSHALL FINANCE COACH ; INVESTMENT RELATED: NO ; ADDRESS: 621 ELWOOD AVE N, MPLS, MN 55411 NATURE OF BUSINESS: FINANCIAL COACH START DATE: 04/2021 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: EDUCATING ATTENDEES ON VARIOUS FINANCIAL LESSONS;

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-10-29

Other Names

• Andre Gathrel Marshall