Andrew Toolson has been an investment adviser representative at Kinetic Investment Management since March 2025, and is not listed among the firm’s executive officers or direct owners.
Kinetic Investment Management, Inc. is a Los Angeles, CA firm with $451M under management, 1,460 clients and 31 advisers across 20 offices, as of its September 2026 filing.
Andrew Toolson’s longest registration was 3 years at Horter Investment Management, LLC (2013–2016). Before joining Kinetic Investment Management in 2025, Andrew Toolson was registered through Verity Asset Management and Horter Investment Management, LLC.
- – present · 1 yearLehi, UT · Adviser representative · Firm CRD 283034
- Verity Asset Management– · under a yearHighland, UT · Adviser representative · Firm CRD 158667
- Horter Investment Management, LLC– · 3 yearsVancouver, WA · Adviser representative · Firm CRD 119880
- Girard Securities, Inc.– · 1 yearSan Diego, CA · Adviser representative · Firm CRD 18697
- Key Investment Services LLC– · under a yearWest Jordan, UT · Adviser representative · Firm CRD 136300
- Charles Schwab & Co., Inc.– · under a yearOrem, UT · Adviser representative · Firm CRD 5393
Investment adviser representative registrations
Andrew Toolson is registered as an investment adviser representative in Utah, since March 2025.
- UtahSince 17 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 June 2023 |
| SIE | Securities Industry Essentials Examination | 8 July 2019 |
| Series 30 | NFA Branch Manager Examination | 1 March 2010 |
| Series 3 | National Commodity Futures Examination | 9 February 2010 |
| Series 66 | Uniform Combined State Law Examination | 12 February 2009 |
| Series 7 | General Securities Representative Examination | 9 June 2005 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 June 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 June 1992 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- NFA Branch Manager Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Andrew Kent Toolson
- CRD
- 2242018
- Firm
- Kinetic Investment Management · CRD 283034
- Office
- 3051 W Maple Loop Drive, Suite 325, Lehi, UT 84043
- Registration
- Investment adviser registration
- In the industry since
- April 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Andrew Toolson work?
Andrew Toolson is an investment adviser representative registered through Kinetic Investment Management, Inc. since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Andrew Toolson a financial advisor?
Yes. Andrew Toolson has a current investment-adviser registration in Utah, through Kinetic Investment Management since March 2025.
How many years of experience does Andrew Toolson have?
Andrew Toolson has 8 years in the financial industry, since April 2018, across 6 adviser firms.
What exams has Andrew Toolson passed?
Andrew Toolson has passed 8 licensing exams: the Series 63, Series 6, Series 7, Series 66, Series 3, Series 30, SIE and Series 65. The earliest, the Series 63, was passed in June 1992.
Where did Andrew Toolson work before Kinetic Investment Management?
Before Kinetic Investment Management, Andrew Toolson was registered through Verity Asset Management, November 2023 to February 2024; Horter Investment Management, LLC, February 2013 to September 2016; Girard Securities, Inc., January 2012 to February 2013; Key Investment Services LLC, February 2009 to February 2010; Charles Schwab & Co., Inc., August 2005 to August 2006.
Where is Andrew Toolson based?
Andrew Toolson’s registered office is in Lehi, UT.
Is Andrew Toolson registered with FINRA?
No. Andrew Toolson has no current broker registration.
How can I verify Andrew Toolson’s record?
Search CRD 2242018 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Toolson’s full registration record.