Andrew Backenstoss has been an investment adviser representative at Soulence Wealth Management II since March 2026, and is not listed among the firm’s executive officers or direct owners. Andrew Backenstoss holds a Bachelor of Science in Business Management with a Finance emphasis from BYU Marriott School of Business.
Soulence Wealth Management II LLC is a Pleasant Grove, UT firm with $108M under management, 410 clients and 5 advisers across 3 offices, as of its June 2026 filing.
Drew Backenstoss is Wealth Advisor of Soulence Wealth Management. Before entering financial services, he spent more than a decade in executive leadership as Director of Human Resources for a national law firm and advocacy organization. He began his advisory career at Edward Jones in 2022 and then joined Soulence Wealth Advisors.
Andrew Backenstoss’ longest registration was 2 years at Edward Jones (2023–2025). Before joining Soulence Wealth Management II in 2026, Andrew Backenstoss was registered through Edward Jones.
- Soulence Wealth ManagementCurrent– present · under a yearPleasant Grove, UT · Adviser representative · Firm CRD 340580
- Edward Jones– · 2 yearsLehi, UT · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Andrew Backenstoss is registered as an investment adviser representative in 3 states, as a resident of Texas. Each was approved in March 2026.
- North DakotaSince 17 March 2026
- TexasResidentSince 16 March 2026
- UtahSince 3 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 11 January 2023 |
| Series 7TO | General Securities Representative Examination | 19 December 2022 |
| SIE | Securities Industry Essentials Examination | 22 November 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Andrew Scott Backenstoss
- CRD
- 7646990
- Firm
- Soulence Wealth Management II · CRD 340580
- Office
- 220 S 2500 W, Pleasant Grove, UT 84062
- Registration
- Investment adviser registration
- In the industry since
- July 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- soulencewealth.com
Where does Andrew Backenstoss work?
Andrew Backenstoss is an investment adviser representative registered through Soulence Wealth Management II LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Andrew Backenstoss a financial advisor?
Yes. Andrew Backenstoss has a current investment-adviser registration in North Dakota, Texas and Utah, through Soulence Wealth Management II since March 2026.
How many years of experience does Andrew Backenstoss have?
Andrew Backenstoss has 3 years in the financial industry, since July 2023, across 2 adviser firms.
What exams has Andrew Backenstoss passed?
Andrew Backenstoss has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in November 2022.
Where did Andrew Backenstoss work before Soulence Wealth Management II?
Before Soulence Wealth Management II, Andrew Backenstoss was registered through Edward Jones, January 2023 to July 2025.
Where is Andrew Backenstoss based?
Andrew Backenstoss’ registered office is in Pleasant Grove, UT.
Is Andrew Backenstoss registered with FINRA?
No. Andrew Backenstoss has no current broker registration.
How can I verify Andrew Backenstoss’ record?
Search CRD 7646990 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Backenstoss’ full registration record.
