Andrea Michelle Whitmire
Investment adviser representative at Go Wealth Management
13 yearsExperience
1 stateRegistered in
$208.4MFirm assets
4 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
13 years in the industry.
- Go Wealth ManagementApr 2024 to now
- Jw Financial ConsultingJul 2013 to now
- Kingswood Wealth Advisors, LLCJun 2023 to Apr 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Go Wealth Management
Legal name: O'connell Investment and Insurance Services, LLC
$208.4MAssets managed
519Clients
9Advisers
4 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
- 7770101
- Firm CRD
- 290254