Andrew Carl Tuecke
Advisor at Stewards Advisory Services — Marion, IA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®
Experience Industry experience
18 years
Location
Marion, IA
Stewards Advisory Services
Supported
Total advisors
2Clients per advisor
31 LowAvg AUM per client
$1,016,706 HighHNW client ratio
46% HighAndrew 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.
Based on Stewards Advisory Services
$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%
Consulting fees: $150 - $200 per hour; Tax preparation: $150 per hour
Account minimum: $500,000 Minimum fee: $6,250 annually, negotiable Fee-only: Fee-only financial planning and investment management; no commissions accepted.
Marion, IA
Marion IA
Advisors at this office
2
Iowa · New Jersey · Texas
18 years of industry experience
Lifespring Wealth Management LLC dba Stewards Advisory Services
2020 - Present • 6 years
Marion, IA
Lifespring Wealth Management LLC dba Stewards Advisory Services
2018 - Present • 8 years
Marion, IA
Believers Stewardship Services, Inc.
2001 - 2020 • 19 years
Dubuque, IA
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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