Andrew Joseph Kathol
Investment adviser representative at One Wealth Map, LLC
23 yearsExperience
2 statesRegistered in
$287.4MFirm assets
7 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 assetsHourlySubscriptionFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
23 years in the industry.
- Advisor Share Wealth ManagementOct 2024 to now
- One Wealth Map, LLCJan 2024 to now
- Sequent Planning, LLCAug 2022 to Oct 2024
- UnemployedJun 2022 to Aug 2022
- Adaptation Financial Advisors Inc.Aug 2021 to Jun 2022
- Cambridge Investment Research, Inc.Aug 2021 to Jun 2022
- UnemployedMay 2021 to Jul 2021
- TD AmeritradeApr 2006 to Apr 2021
- TD Waterhouse Investor Services, Inc.Apr 2006 to Apr 2021
- Ameritrade, Inc.Jan 2003 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (IN, NE).
One Wealth Map, LLC
$287.4MAssets managed
223Clients
5Advisers
7 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
- 4626189
- Firm CRD
- 171750