Andrea Atencio has been an investment adviser representative at Five Speed Financial Planning since August 2026, and is not listed among the firm’s executive officers or direct owners.
Five Speed Financial Planning LLC is a Tucson, AZ firm with $115M under management, 353 clients and 4 advisers in one office, as of its August 2026 filing.
Andrea Atencio’s longest registration was 9 years at Northern Trust Securities, Inc (2016–2025). Before joining Five Speed Financial Planning in 2026, Andrea Atencio was registered through Northern Trust Securities, Inc.
- Schulz Financial GroupCurrent– present · under a yearTucson, AZ · Adviser representative · Firm CRD 339660
- Northern Trust Securities, Inc– · 9 yearsTucson, AZ · Adviser representative · Firm CRD 7927
Investment adviser representative registrations
Andrea Atencio is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from August 2026; the most recent is California, in October 2026.
- ArizonaSince 31 August 2026
- CaliforniaSince 9 October 2026
- NebraskaSince 8 October 2026
- TexasResidentSince 8 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 52TO | Municipal Securities Representative Examination | 19 June 2019 |
| Series 53 | Municipal Securities Principal Examination | 28 November 2018 |
| Series 4 | Registered Options Principal Examination | 31 October 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 4 September 2018 |
| Series 66 | Uniform Combined State Law Examination | 25 April 2016 |
| Series 7 | General Securities Representative Examination | 23 November 2015 |
- Name
- Municipal Securities Representative Examination
- Name
- Municipal Securities Principal Examination
- Name
- Registered Options Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Andrea Nicole Atencio
- CRD
- 6566811
- Firm
- Five Speed Financial Planning · CRD 339660
- Office
- 6849 N ORACLE RD,, STE 175, Tucson, AZ 85704
- Registration
- Investment adviser registration
- In the industry since
- September 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Andrea Atencio work?
Andrea Atencio is an investment adviser representative registered through Five Speed Financial Planning LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Andrea Atencio a financial advisor?
Yes. Andrea Atencio has a current investment-adviser registration in Arizona, California, Nebraska and Texas, through Five Speed Financial Planning since August 2026.
How many years of experience does Andrea Atencio have?
Andrea Atencio has 10 years in the financial industry, since September 2016, across 2 adviser firms.
What exams has Andrea Atencio passed?
Andrea Atencio has passed 6 licensing exams: the Series 7, Series 66, Series 24, Series 4, Series 53 and Series 52TO. The earliest, the Series 7, was passed in November 2015. FINRA credited Andrea Atencio with the SIE, which began in October 2018.
Where did Andrea Atencio work before Five Speed Financial Planning?
Before Five Speed Financial Planning, Andrea Atencio was registered through Northern Trust Securities, Inc, May 2016 to November 2025.
Where is Andrea Atencio based?
Andrea Atencio’s registered office is in Tucson, AZ.
Is Andrea Atencio registered with FINRA?
No. Andrea Atencio has no current broker registration.
How can I verify Andrea Atencio’s record?
Search CRD 6566811 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrea Atencio’s full registration record.
