wiseradvisor

Andrew Perry
Strategic Financial Partners Inc

Tel: (720) 305-9481
5619 DTC Parkway, Suite 425
Denver, CO 80111
Strategic Financial Partners Inc | Financial Advisor in Denver ,CO

About Strategic Financial Partners Inc

One of the most important aspects of any relationship is trust. At Strategic Financial Partners we strive to earn your trust.

We are dedicated to providing you with the solutions to address your unique needs and objectives. We are equally dedicated to making sure you understand the solutions we recommend, as well as the many options available to you.

You have worked hard to get where you are today. We want to work hard to help you get where you want to be tomorrow, and into the future.


General Information

Firm Start Year:   2002
No.of Employees:   20-49
Insurance License#:   653698
States Licensed in:   CO,GA
Number of Years with Current Firm:   1


Services

Investment Types:   Insurance, Annuities, Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Stocks
I can meet clients in the following ways:   Video Conference, Via phone, At my office, At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   Accident, Annuity, Health, Long Term Care, Variable Annuity, Variable Life, Life


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Commissions, Based on Assets, Flat Fee


Education

Bachelors of Business Administration - Finance  Kennesaw State University
05/01/2010-12/01/2011



Faqs

  • What is your approach to financial planning? We know no two individuals or businesses are alike. We also know no two individuals or businesses share the same goals, or approach to achieving those goals. That is what makes our process effective. We do not take a one-size-fits-all approach to helping you accomplish your goals and we do not try to fit you into any particular model. Rather, we take the time to listen, understand where you, and your business are today, and where you hope to be tomorrow.

Disclosures


Disclaimer

Strategic Financial Partners Inc. is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Strategic Financial Partners Inc. are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Strategic Financial Partners Inc. are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 1864533 DOFU 08/2017

Andrew Perry

Andrew Perry

Andrews top priority is his commitment to his clients. He hopes to maintain an incredibly special relationship with all of the people he works with due to his constant pursuit of superior service. This approach has allowed him to help hundreds of families as they work to achieve their financial goals. Prior to entering the financial services industry, Andrew served as a non-commissioned officer in the United State Marine Corps and is a veteran of the Iraq War. Andrew holds a bachelors degree in finance from Kennesaw State University. He is also a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.

FINRA Series 7 Licensed FINRA Series 66 Licensed Licensed Life, Accident and Sickness

Andrew grew up in Georgia and now resides in the Denver area with his wife Courtney. In his spare time he enjoys Jiu-jitsu, fishing, archery and all things outdoors. He is also active in the community and has served in various veteran organizations such as the American Legion and Veterans of Foreign Wars.

Securities and Investment Advisory services offered through Securian Financial Services Inc. member FINRA/SIPC. Strategic Financial Partners is independently owned and operated. 5619 DTC Parkway, Suite 425 Greenwood Village, Colorado 80111

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM

Communities Served

Denver Metropolitan Area

Social Networks

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