Andrew
Frevert
United Advisor Group
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About this Advisor
Andrew Frevert is a financial advisor based in Cincinnati, Ohio, working with United Advisor Group. Andrew has previously held positions at Cion Securities, LLC, Ohio National Insurance Agency, The On Equity Sales Company, Cambridge Investment Research Advisors, Inc, Cambridge Investment Research, Inc, Purshe Kaplan Sterling Investments, United Advisor Group Dba Ascension Financial Partners, and Cion Investments. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, Andrew is part of United Advisor Group, which operates out of Cincinnati, Ohio. The firm has 18 offices and 35 employees. The firm manages assets totaling $578.8 million 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, selection of other advisers, and educational seminars. The fee structure at United Advisor Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Advisor Group Brokerage Details
$578,774,254
35
5,955
$97,191
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Andrew Frevert Work History
Purshe Kaplan Sterling Investments
United Advisor Group Dba Ascension Financial Partners
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
The On Equity Sales Company
Ohio National Insurance Agency
Cion Securities, LLC
Cion Investments
Disclosures
Please visit the SEC profile of Andrew Frevert 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 United Advisor Group
Cincinnati, OH
Cincinnati, OH
Idaho Falls, ID
Cincinnati, OH
Castle Rock, CO
Cincinnati, OH
Miamisburg, OH
Franklin, TN
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