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Andrew Herrera, Financial Advisor

FINANCIAL ADVISOR
Andrew Herrera

3495 Northdale Blvd NW, Suite 130, Coon Rapids, MN 55448opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

Focus Areas

  • Sustainable investing
  • New Investors
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • College Savings
  • Charitable Giving

About Andrew

What our team does is simple.

We focus on understanding our clients’ unique personal values and financial needs to deliver their financial solutions. This starts by listening to what is most important to you, our clients. We take a highly personal comprehensive approach to building wealth and security. We communicate regularly to track and evaluate these progressions. We partner together to develop and implement a tailored financial strategy.

Our office in Coon Rapids, Minnesota, focuses on:
- Community Members and Small Business owners
- Salon Owners and their Employees
- Business Professionals and their families
- Minnesota Professionals such as Accountants, IT and Attorneys
-...

Work History

  • Edward JonesAugust 2023 to Current

Education

  • Metropolitan State UniversityBachelor of Science

Personal Interests

  • Active Lifestyle
  • Animal Rescue
  • Backpacking
  • Cooking
  • Swimming

Team Members

  • Maria Carlson
    Branch Office Administrator
    FPQP®
  • Katelyn Halldorson
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(763) 754-0803

Fax

(855) 379-5795

Office Address

3495 Northdale Blvd NW
Suite 130
Coon Rapids, MN 55448opens in a new window

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