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Andrew Tuecke

Advisor at Stewards Advisory Services

Updated today
Stewards Advisory Services logo

Firm

Stewards Advisory Services

Location

Marion, IA

Credentials

CFP®

Industry experience

18 years

About

Andrew Tuecke is a CFP® professional with 17 years of experience in financial advising. He has been with Stewards Advisory Services, formerly Lifespring Wealth Management LLC, since 2018 and previously worked at Believers Stewardship Services, Inc. from 2001 to 2020. Stewards Advisory Services provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses with a focus on biblical stewardship. The firm employs a strategic asset allocation approach using primarily passively managed mutual funds and ETFs, complemented by select active funds, and serves clients with a faith-based orientation and specialized policies for ministry and charitable clients.

Client services

Based on Stewards Advisory Services

Financial planning Portfolio management

Expertise

Based on Stewards Advisory Services

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Demographic focus

Based on Stewards Advisory Services

Christian Faith Based

Fee options

Percentage

$0 - $999,999.99: 1.25% $1,000,000 - $1,999,999.99: 1.00% $2,000,000 - $4,999,999.99: 0.80% $5,000,000+: 0.50%

Project-based

Consulting fees: $150 - $200 per hour; Tax preparation: $150 per hour

Other

Account minimum: $500,000 Minimum fee: $6,250 annually, negotiable Fee-only: Fee-only financial planning and investment management; no commissions accepted.

Location

Marion, IA

Most active in

Iowa · New Jersey · Texas

Work history

Lifespring Wealth Management LLC dba Stewards Advisory Services

2020 - Present (6 years)

Lifespring Wealth Management LLC dba Stewards Advisory Services

2018 - Present (8 years)

Believers Stewardship Services, Inc.

2001 - 2020 (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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