Andrew Michael Niemoeller
Investment adviser representative at Collaborative Capital Advisors LLC
25 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$387.8MFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Collaborative Capital Advisors LLCAug 2025 to now
- Savant Wealth ManagementJun 2023 to Aug 2025
- University of Wisconsin - MadisonSep 2019 to May 2023
- StudentJun 2001 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, PA).
Collaborative Capital Advisors LLC
$387.8MAssets managed
18Clients
2Advisers
1 yearIn 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
- 7788572
- Firm CRD
- 337588