Patrick David Mcandrew
Investment adviser representative at Core Planning
30 yearsExperience
1 stateRegistered in
$525MFirm assets
1 yearFirm 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
Experience
30 years in the industry.
- Jackson & Jackson Insurance Agents & BrokersMar 2023 to now
- Core PlanningDec 2022 to now
- Mcqueen Kalligan Insurance ServicesApr 2022 to now
- U.S. Army ReserveMar 1996 to now
- LPL Financial LLCAug 2020 to Dec 2022
- Securian Financial Services Inc.Jul 2020 to Sep 2020
- Minnesota LifeMay 2014 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (MO).
Core Planning
Legal name: Core Planning, LLC
$525MAssets managed
867Clients
59Advisers
1 yearIn 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
- 4548393
- Firm CRD
- 154660