Andrew William Kauffold
Investment adviser representative at Equitable Advisors, LLC
12 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 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
- Seminars and workshops
Experience
12 years in the industry.
- Equitable Advisors, LLCJul 2024 to now
- UnemployedJan 2023 to Jul 2024
- Clifton Larson Allen LLPJul 2022 to Dec 2022
- UnemployedMar 2022 to Jun 2022
- Pacific Aerospace and ElectronicsNov 2021 to Feb 2022
- UnemployedJun 2021 to Oct 2021
- DocusignMay 2020 to May 2021
- UspsMay 2020 to Oct 2020
- Northwestern MutualSep 2019 to Oct 2019
- UberJan 2018 to Oct 2020
- UnemployedJul 2014 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 7175541
- Firm CRD
- 6627