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Andrew Schroeder CFP

Andrew Schroeder CFP

Financial Advisor

419-523-5412 ext 1735

Drew was born and raised in Ottawa, Ohio. He attended Miami of Ohio, double majoring in Economics and German. After school, he spent time working at two financial planning firms in Columbus, Ohio and worked on his Certified Financial Planner Education. 
 
Deciding to settle down near his roots, he moved back to Ottawa and joined UIS. He works with clients in many stages of life, such as pre-retirees, retirees, young professionals, and business owners. He provides investment advising as well as financial planning and retirement planning services. He holds FINRA's Series 7 & Series 66, is Long-Term Care and Life Insurance licensed, and holds the Certified Financial Planner designation. 
 
Outside of the office, you can find Drew going on many walks, hikes, and runs with his wife Madi, and their dog. Drew speaks fluent German and has spent time living and traveling in Germany.