Andres E Roodveldt
Investment adviser representative at Ensign Advisory Partners LLC
12 yearsExperience
1 stateRegistered in
$101MFirm assets
Under 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Ensign Advisory Partners, LLCFeb 2026 to now
- Vb&t Wealth Management LLC dba Zenith Wealth AdvisorsFeb 2022 to Jan 2026
- Htlf/arizona Bank & TrustNov 2019 to Feb 2022
- The Milestone Group, IncJun 2019 to Nov 2019
- Cobiz Wealth / Bok FinancialMar 2018 to Nov 2019
- First Western TrustMay 2014 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2007
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Ensign Advisory Partners LLC
$101MAssets managed
304Clients
4Advisers
Under 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
- 5222159
- Firm CRD
- 325650