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Andrew Lawrence Fritts

Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

12 years in the industry.

  1. LPL Financial LLCSep 2025 to now
  2. BMO Harris BankApr 2022 to now
  3. Johnson BankSep 2021 to Mar 2022
  4. Johnson Wealth IncSep 2021 to Mar 2022
  5. UnemployedNov 2020 to Sep 2021
  6. TIAAJun 2014 to Nov 2020
  7. TIAA-CREF Individual & Institutional Services, LLCJun 2014 to Nov 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (WI).

LPL Financial LLC

$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2929769
Firm CRD
6413
Advisor's SEC record (opens in a new tab)
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