Andrew James Pulsfort
Investment adviser representative at The Prosperity People
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$147MFirm assets
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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
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- The Prosperity PeopleJan 2026 to now
- The Wealth Advisory Team, LLCDec 2005 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (KY).
The Prosperity People
Legal name: The Wealth Advisory Team, LLC
$147MAssets managed
170Clients
4Advisers
4 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
- 4772615
- Firm CRD
- 124957