Andrew Heller

Andy is entering his 8th year with the firm and now works in the capacity of Investment Advisor Representative. With a passion for helping clients pursue their financial goals, Andy is committed to building long-lasting relationships and creating custom investment strategies to meet individual needs.

Andy graduated from UW-Parkside in 2009 with a Degree in Sport and Fitness Management. Following school, Andy was a Sports Performance Trainer for the next five years. Training in Illinois and Wisconsin allowed him to work with many college-bound athletes, as well as existing and current professional athletes.

In 2012, Andy attended Carthage College's advanced graduate program and received a teaching license soon after. He taught Health and Physical Education along with Anatomy and Physiology for six years before making the transition to the financial industry.

Andy is the proud father of four children, Finley who is 7 years old, Wyatt who is 6 years old, Asher who is 2 years old, and Blake who was born in September of 2024! Andy loves spending time with his beautiful partner Kadi. Together, they enjoy sports and the great outdoors.

“I have always been in the business of helping others, making seemingly complicated information easier to understand and implementing sound action strategies to achieve goals. I take pride in helping others realize their ultimate potential and guide them through the steps to reaching that potential.”

Licenses and Certifications held through LPL Financial:

- Series 7 General Securities Representative

- Series 63 Uniform State Law

- Securities Industry Essentials Exam (SIE)

- Life Insurance Line of Authority

- Long-Term Care Certification

- Anti-Money Laundering Certification

- Series 66 Uniform Combined State Law

Other:

- Current State of Wisconsin Teaching License

- CPR/AED Certification 2012-Current