Andrew Toering has been an investment adviser representative at QM Advisors since November 2019, and is not listed among the firm’s executive officers or direct owners. Andrew Toering holds a Bachelor of Science from Hope College, a Master of Science from Georgia Institute of Technology and a Master of Business Administration from Kennesaw State University.
QM Advisors LLC is a firm with $140M under management, 161 clients and 9 advisers across 3 offices, as of its March 2026 filing.
Andrew Toering is Senior Financial Advisor of QM Advisors. He previously worked at several large financial institutions, helping clients address their financial concerns and develop strategies. He works with high net worth individuals, families and business owners, focusing on cultivating and managing clients' wealth.
Andrew Toering’s longest registration is the current one, 6 years at QM Advisors since 2019. Before joining QM Advisors in 2019, Andrew Toering was registered through LPL Financial LLC and Invest Financial Corporation.
- QM Advisors LLCCurrent– present · 6 yearsPeachtree City, GA · Adviser representative · Firm CRD 297438
- LPL Financial LLC– · 1 yearTyrone, GA · Adviser representative · Firm CRD 6413
- Invest Financial Corporation– · 2 yearsPeachtree City, GA · Adviser representative · Firm CRD 12984
- Wells Fargo Advisors, LLC– · 4 yearsLovejoy, GA · Adviser representative · Firm CRD 19616
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 4 yearsPeachtree City, GA · Adviser representative · Firm CRD 7691
Professional designations
Listed by QM Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Andrew Toering is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from November 2019; the most recent is Texas, in August 2020.
- GeorgiaSince 8 November 2019
- TexasResidentSince 5 August 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 28 April 2006 |
| Series 7 | General Securities Representative Examination | 30 March 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Andrew J Toering
- CRD
- 5088861
- Firm
- QM Advisors · CRD 297438
- Office
- Peachtree City, GA
- Registration
- Investment adviser registration
- In the industry since
- March 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- qmadvisors.com
Where does Andrew Toering work?
Andrew Toering is an investment adviser representative registered through QM Advisors LLC since November 2019, and is not listed among the firm’s executive officers or direct owners.
Is Andrew Toering a financial advisor?
Yes. Andrew Toering has a current investment-adviser registration in Georgia and Texas, through QM Advisors since November 2019.
How many years of experience does Andrew Toering have?
Andrew Toering has 20 years in the financial industry, since March 2006, across 5 adviser firms.
What exams has Andrew Toering passed?
Andrew Toering has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2006. FINRA credited Andrew Toering with the SIE, which began in October 2018.
Where did Andrew Toering work before QM Advisors?
Before QM Advisors, Andrew Toering was registered through Invest Financial Corporation, November 2015 to February 2018; Wells Fargo Advisors, LLC, March 2011 to November 2015; Merrill Lynch, Pierce, Fenner & Smith Incorporated, May 2006 to March 2011.
Where is Andrew Toering based?
Andrew Toering’s registered office is in Peachtree City, GA.
Is Andrew Toering registered with FINRA?
No. Andrew Toering has no current broker registration.
Is Andrew Toering a CFP?
QM Advisors lists Andrew Toering with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Andrew Toering’s record?
Search CRD 5088861 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Toering’s full registration record.
