Andrea K Soule
Investment adviser representative at Wealth With No Regrets�
11 yearsExperience
3 statesRegistered in
$214.4MFirm assets
3 yearsFirm in business
Are you Andrea K Soule? 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 assetsFixed 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
11 years in the industry.
- Wealth With No Regrets�Sep 2020 to now
- Indiana Trust Wealth ManagementJun 2018 to Sep 2020
- 1st Source BankApr 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (FL, GA, TX).
Wealth With No Regrets�
Legal name: Boomfish Wealth Group, LLC
$214.4MAssets managed
232Clients
5Advisers
3 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
- 6065566
- Firm CRD
- 159201