Alexandra P Andersen
Investment adviser representative at Greenstone Belt Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$260.1MFirm assets
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 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.
- Greenstone Belt Wealth Advisors, LLCMay 2025 to now
- Ostrow Reisin Berk & Abrams, LtdSep 2018 to May 2025
- Scribe AmericaApr 2016 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
Greenstone Belt Wealth Advisors, LLC
$260.1MAssets managed
84Clients
5Advisers
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
- 6159199
- Firm CRD
- 335862