Andrew R Johnsen
Investment adviser representative at Waterloo Capital
12 yearsExperience
1 stateRegistered in
$2.3BFirm assets
21 yearsFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Waterloo CapitalFeb 2023 to now
- Titleist Asset Management, Ltd.Jul 2020 to Feb 2023
- Merrill Lynch, Pierce, Fenner & Smith, IncorporatedJul 2014 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Waterloo Capital
Legal name: Waterloo Capital, L.P.
$2.3BAssets managed
2,797Clients
47Advisers
21 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
- 6404842
- Firm CRD
- 133705