Andrew
Koetter

Lpl Financial LLC

CRD#6890052
Investment Advisor
in Sauk Rapids, MN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Andrew Koetter is a financial advisor based in Sauk Rapids, Minnesota, working with Lpl Financial LLC. Andrew has previously held positions at Pruco Securities, LLC, Capital One Financial Corporation, City Of St Cloud, United States Peace Corps, Learning Abroad Center At The University Of Minnesota - Tc, Housing And Residential Life At The University Of Minnesota - Tc, Full-Time Education University Of Minnesota - Tc, The Prudential Insurance Company Of America, Lyft, Uber, Cetera Advisor Networks LLC, Cetera Investment Services, Cetera Advisors LLC, Cetera Financial Specialists LLC, First Allied Securities, Inc, Cetera Investment Advisers LLC, American Heritage National Bank, Osaic Wealth, Inc, Focus Financial Network Inc, and Lpl Financial LLC. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Andrew is part of Lpl Financial LLC, which operates out of Sauk Rapids, Minnesota. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

800 S. Industrial Dr, Ste 206
Sauk Rapids, MN 56379

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

MN Average: $646,059,043
Total Number of Employees

35,841

MN Average: 13
Total Number of Accounts

1,910,545

MN Average: 661
Average Account Size

$242,588

MN Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Andrew Koetter Work History

2024 - Present (0 year)

Lpl Financial LLC

2021 - Present (3 years)

Osaic Wealth, Inc

2021 - Present (3 years)

Focus Financial Network Inc

2020 - 2021 (1 year)

Cetera Investment Advisers LLC

2020 - 2021 (1 year)

Cetera Investment Services

2020 - 2021 (1 year)

American Heritage National Bank

2019 - 2020 (1 year)

Cetera Advisor Networks LLC

2019 - 2020 (1 year)

Cetera Investment Services

2019 - 2020 (1 year)

Cetera Advisors LLC

2019 - 2020 (1 year)

Cetera Financial Specialists LLC

2019 - 2020 (1 year)

First Allied Securities, Inc

2018 - 2019 (1 year)

The Prudential Insurance Company Of America

2018 - 2021 (3 years)

Lyft

2018 - 2021 (3 years)

Uber

2017 - 2019 (2 years)

Pruco Securities, LLC

2017 - 2017 (< 1 year)

Capital One Financial Corporation

2016 - 2016 (< 1 year)

City Of St Cloud

2015 - 2016 (1 year)

United States Peace Corps

2015 - 2015 (< 1 year)

City Of St Cloud

2014 - 2015 (1 year)

Learning Abroad Center At The University Of Minnesota - Tc

2014 - 2015 (1 year)

Learning Abroad Center At The University Of Minnesota - Tc

2014 - 2014 (< 1 year)

City Of St Cloud

2013 - 2015 (2 years)

Housing And Residential Life At The University Of Minnesota - Tc

2011 - 2015 (4 years)

Full-Time Education University Of Minnesota - Tc

Disclosures

Please visit the SEC profile of Andrew Koetter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Steven Cairns
Fort Mill, SC
Molly Miller
La Mesa, CA
Mitchell Hesen
Woodland Hills, CA
Darrin Bollenbacher
Lebanon, OH
Michael Binz
Lexington, KY
Michael Raymond
North Haven, CT
Stanley Tzikas
Fairfield, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started