John Andrew Ramsey
Investment adviser representative at Aptus Financial, LLC
11 yearsExperience
2 statesRegistered in
$0Firm assets
5 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.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Aptus Financial, LLCAug 2025 to now
- HomemakingOct 2019 to Aug 2025
- TransunionDec 2017 to Oct 2019
- UnemployedJun 2017 to Dec 2017
- Sas InstituteMar 2015 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Aptus Financial, LLC
Legal name: Aptus Financial LLC
$0Assets managed
0Clients
13Advisers
5 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
- 8142336
- Firm CRD
- 280033