Andrew Lincoln Angerbauer
Investment adviser representative at Capita Financial Network, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Capita Financial Network, LLCAug 2024 to now
- Adp Broker-dealer, Inc.Jan 2024 to now
- Adp, Inc.Jan 2024 to now
- BillJul 2022 to now
- Fidelity InvestmentsJun 2020 to May 2022
- Andrew La EnterprisesJan 2019 to Jun 2020
- Bank of America, N.A.Dec 2016 to Nov 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2015 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (UT).
Capita Financial Network, LLC
$2.3BAssets managed
2,888Clients
37Advisers
8 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
- 6503771
- Firm CRD
- 290558