Andrew Pulsfort has been Director of Personal Services of The Wealth Advisory Team since January 2017, is not listed as a control person, but directly owns between 10% and 25% of the firm.
The Wealth Advisory Team, LLC is a Bellevue, KY firm with $147M under management, 170 clients and 4 advisers in one office, as of its February 2026 filing.
Andy Pulsfort is Director of Personal Services at The Prosperity People. He manages the firm's Personal Services division and is part of its leadership team. He is the firm's longest-tenured employee.
Andrew Pulsfort’s longest registration is the current one, 20 years at The Wealth Advisory Team since 2006. Before joining The Wealth Advisory Team in 2006, Andrew Pulsfort was registered through Lincoln Financial Advisors Corporation.
- The Prosperity PeopleCurrent– present · 20 yearsBellevue, KY · Adviser representative · Firm CRD 124957
- Lincoln Financial Advisors Corporation– · 1 yearCincinnati, OH · Adviser representative · Firm CRD 3978
Professional designations
Listed by The Wealth Advisory Team
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Andrew Pulsfort is registered as an investment adviser representative in Kentucky, since January 2006.
- KentuckySince 5 January 2006
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 3 June 2004 |
| Series 7 | General Securities Representative Examination | 12 April 2004 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Andrew James Pulsfort
- CRD
- 4772615
- Firm
- The Wealth Advisory Team · CRD 124957
- Role
- Director of Personal Services
- Office
- 601 FAIRFIELD AVENUE, Bellevue, KY 41073
- Registration
- Investment adviser registration
- In the industry since
- June 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- theprosperitypeople.com
Where does Andrew Pulsfort work?
Andrew Pulsfort has been Director of Personal Services of The Wealth Advisory Team, LLC since January 2017.
Is Andrew Pulsfort a financial advisor?
Yes. Andrew Pulsfort has a current investment-adviser registration in Kentucky, through The Wealth Advisory Team since January 2006.
How many years of experience does Andrew Pulsfort have?
Andrew Pulsfort has 22 years in the financial industry, since June 2004, across 2 adviser firms.
What exams has Andrew Pulsfort passed?
Andrew Pulsfort has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2004.
Where did Andrew Pulsfort work before The Wealth Advisory Team?
Before The Wealth Advisory Team, Andrew Pulsfort was registered through Lincoln Financial Advisors Corporation, June 2004 to January 2006.
Where is Andrew Pulsfort based?
Andrew Pulsfort’s registered office is in Bellevue, KY.
Is Andrew Pulsfort registered with FINRA?
No. Andrew Pulsfort has no current broker registration.
Is Andrew Pulsfort a CFP?
The Wealth Advisory Team lists Andrew Pulsfort with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Andrew Pulsfort’s record?
Search CRD 4772615 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Pulsfort’s full registration record.