Andreas Wochtl
Investment adviser representative at Wealthcare Advisory Partners LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.3BFirm assets
Are you Andreas Wochtl? Claim your profile
Contact this firm
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
Experience
10 years in the industry.
- Wealthcare Advisory Partners LLCMar 2024 to now
- Wells Fargo Clearing Services, LLCMar 2021 to Mar 2024
- Citizens Securities, Inc.May 2018 to Mar 2021
- Edward JonesAug 2017 to Apr 2018
- PaychexDec 2016 to Aug 2017
- ProequitiesJul 2016 to Dec 2016
- Protective LifeJul 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Wealthcare Advisory Partners LLC
$8.3BAssets managed
10,948Clients
172Advisers
12 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
- 5223906
- Firm CRD
- 171976