Andrew Christopher Phipps
Investment adviser representative at Detalus Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.2BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Detalus Advisors, LLCJun 2024 to now
- Moneta Group Investment Advisors, LLCJun 2021 to Jun 2024
- Andres Cpas & AdvisorsOct 2020 to Jun 2021
- N/aMay 2020 to Oct 2020
- Bkd Cpas & AdvisorsJan 2020 to Apr 2020
- Stifel, Nicolaus & CompanyMay 2018 to Sep 2018
- Southern Illinois University of EdwardsvilleAug 2017 to May 2020
- Lewis & Clark Community CollegeAug 2015 to May 2017
- Farmers State BankMay 2015 to May 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MO).
Detalus Advisors, LLC
$2.2BAssets managed
707Clients
13Advisers
24 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
- 6958295
- Firm CRD
- 117958