Andrew
Pool
R2 Wealth Management Partners
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About this Advisor
Andrew Pool is a certified financial planner based out of Lincoln, Nebraska with a total of 7 years of relevant experience. Pool is on the advisory team at R2 Wealth Management Partners. Pool has gained experience at R2 Wealth Management Partners, Securities America Inc and Fsc Securities Corporation. Pool has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Nebraska. R2 Wealth Management Partners is a company headquartered in Lincoln, NE. It manages $283 million in assets among its 1,803 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 1,803 accounts, just 7% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Financial advisory fees typically vary depending on the type of services offered. Fees charged by R2 Wealth Management Partners likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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R2 Wealth Management Partners Brokerage Details
$282,562,801
8
1,803
$156,718
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Andrew Pool Work History
Andrew has been registered as a financial advisor for 7 years.*
R2 Wealth Management Partners
Securities America Inc
Fsc Securities Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Pool 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 R2 Wealth Management Partners
Lincoln, NE
Lincoln, NE
Lincoln, NE
Lincoln, NE
Lincoln, NE
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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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.
