Andrew Wellington Walseman
Investment adviser representative at LPL Financial LLC
13 yearsExperience
8 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Andrew Wellington Walseman? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
13 years in the industry.
- LPL Financial LLCJan 2026 to now
- Community Bank, N.A.Jan 2026 to now
- Equitable Advisors, LLCAug 2023 to Jan 2026
- Jefferson Community CollegeAug 2021 to May 2023
- Zehr's Flowers and Landscaping, LLCMar 2021 to Oct 2023
- Buckingham Hardware and Great OutdoorsOct 2018 to Apr 2021
- Beaver River Central SchoolSep 2017 to Aug 2021
- Beaver River Middle SchoolAug 2013 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 8 states (MN, NJ, NY, PA, RI, TX, VA, WA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7802717
- Firm CRD
- 6413