AdvisorOS Directory
Claim Profile
Unclaimed Profile
AP

Andrew James Pulsfort

THE WEALTH ADVISORY TEAM, LLC·BELLEVUE, Kentucky
Series 7, Series 66Clean record22 years registeredTHE WEALTH ADVISORY TEAM, LLC
601 FAIRFIELD AVENUE, BELLEVUE, KY 41073CRD# 4772615Firm CRD# 124957

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew James Pulsfort · BELLEVUE, KY
Registration
CRD #4772615 · THE WEALTH ADVISORY TEAM, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

THE PROSPERITY PEOPLE
Jan 2006 – present
LINCOLN FINANCIAL ADVISORS CORPORATION
Jun 2004 – Jan 2006
CINCINNATI, OH
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · June 4, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE WEALTH ADVISORY TEAM, LLC
CRD 124957 · SEC 801-123671
AUM
$127M
Regulatory assets under management
Employees
5
491 client accounts
Services offered by THE WEALTH ADVISORY TEAM, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at THE WEALTH ADVISORY TEAM, LLC →
Introduction

Speak with Andrew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Andrew is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BELLEVUE?

Browse all registered financial advisors in BELLEVUE, Kentucky or claim this profile if it's yours.

Browse BELLEVUE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Andrew James Pulsfort offer?
Andrew James Pulsfort specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BELLEVUE, Kentucky for a consultation.
What are Andrew James Pulsfort's credentials?
Andrew James Pulsfort is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew James Pulsfort located?
Andrew James Pulsfort is based in BELLEVUE, Kentucky, working with THE WEALTH ADVISORY TEAM, LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.
How does Andrew James Pulsfort charge for services?
Andrew James Pulsfort's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE WEALTH ADVISORY TEAM, LLC?
THE WEALTH ADVISORY TEAM, LLC has approximately 5 employees and manages $127M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at THE WEALTH ADVISORY TEAM, LLC

Mackey Miriam Mcneill
BELLEVUE, KY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kentucky
LOUISVILLE (181)LEXINGTON (67)COVINGTON (41)BOWLING GREEN (5)FT. WRIGHT (5)FT. MITCHELL (3)WADDY (3)PROSPECT (3)ELIZABETHTOWN (3)NICHOLASVILLE (2)
City Guides
LOUISVILLE GuideLEXINGTON GuideCOVINGTON GuideBOWLING GREEN GuideFT. WRIGHT Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
Request removal of this profile