Andrew William Frevert
Investment adviser representative at United Advisor Group
17 yearsExperience
1 stateRegistered in
$1.4BFirm assets
3 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
17 years in the industry.
- United Advisor GroupJan 2025 to now
- Purshe Kaplan Sterling InvestmentsJul 2023 to now
- United Advisor Group dba Ascension Financial PartnersJul 2023 to now
- Cambridge Investment Research Advisors, Inc.Jun 2022 to Jul 2023
- Cambridge Investment Research, IncMar 2021 to Jul 2023
- The On Equity Sales CompanyMar 2020 to Mar 2021
- Ohio National Insurance AgencyNov 2019 to Mar 2021
- Cion Securities, LLCMar 2009 to Jan 2020
- Cion InvestmentsMar 2009 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TN).
United Advisor Group
Legal name: United Advisor Group, LLC
$1.4BAssets managed
6,600Clients
58Advisers
3 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
- 4463588
- Firm CRD
- 324205