Andrew James Shuldheisz
Investment adviser representative at Larson Financial Group, LLC
4 yearsExperience
2 statesRegistered in
$5.5BFirm assets
16 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
4 years in the industry.
- Larson Financial Group, LLCJun 2020 to now
- Larson Financial Securities, LLCJun 2020 to now
- UnemployedMar 2020 to Jun 2020
- Northwestern Mutual Wealth Management CompanyJul 2018 to Mar 2020
- David KleinJun 2016 to Mar 2020
- Northwestern Mutual Investment Services LLCFeb 2016 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Larson Financial Group, LLC
$5.5BAssets managed
4,961Clients
66Advisers
16 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
- 6543169
- Firm CRD
- 140599