Unclaimed Profile

Aaron Michael Mcandrew

FAMILY WEALTH PLANNING PARTNERS LLC·LOUISVILLE, Kentucky

SIE, Series 7, Series 66Clean record10 years registeredFAMILY WEALTH PLANNING PARTNERS LLC

9200 SHELBYVILLE RD, LOUISVILLE, KY 40222CRD# 6582561Firm CRD# 323656

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aaron Michael Mcandrew · LOUISVILLE, KY

Registration

CRD #6582561 · FAMILY WEALTH PLANNING PARTNERS LLC · 10 years registered

Brand Profile

Not yet started

Career History

FAMILY WEALTH PLANNING PARTNERS

Dec 2022 – present

INDEPENDENT FINANCIAL PARTNERS

Mar 2021 – Apr 2023

Louisville, KY

SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

Aug 2018 – Apr 2021

LOUISVILLE, KY

CAPITAL ANALYSTS

Jan 2018 – Mar 2021

New Albany, IN

LINCOLN INVESTMENT

Jan 2018 – Mar 2021

New Albany, IN

SPC

Mar 2016 – Jan 2018

Louisville, KY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · March 3, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FAMILY WEALTH PLANNING PARTNERS LLC

CRD 323656 · SEC 801-126996

AUM

$218M

Regulatory assets under management

Employees

1,294 client accounts

Services offered by FAMILY WEALTH PLANNING PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FAMILY WEALTH PLANNING PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Aaron Michael Mcandrew offer?

Aaron Michael Mcandrew specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOUISVILLE, Kentucky for a consultation.

What are Aaron Michael Mcandrew's credentials?

Aaron Michael Mcandrew is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aaron Michael Mcandrew located?

Aaron Michael Mcandrew is based in LOUISVILLE, Kentucky, working with FAMILY WEALTH PLANNING PARTNERS LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.

How does Aaron Michael Mcandrew charge for services?

Aaron Michael Mcandrew's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FAMILY WEALTH PLANNING PARTNERS LLC?

FAMILY WEALTH PLANNING PARTNERS LLC has approximately 5 employees and manages $218M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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