This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CORE PLANNING

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

4

Exams

S66

First exam

Mar 4, 2019

First registration

Mar 5, 2019

Dual registered

no

Other names

ANDREW W. SCHEFFER|Andrew W Scheffer|Andrew Scheffer

IAPD individual key

4430713

• Occurred

  Oct 25, 2023
  Advisor changed firm

  Andrew W Scheffer left Fidelity Personal And Workplace Advisors for Core Planning (registered 2024-05-08)

  Form ADVobserved 6 days ago
• Occurred

  Sep 2, 2022
  Advisor changed firm

  Andrew W Scheffer left Edward Jones for Fidelity Personal And Workplace Advisors (registered 2022-10-25)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:694a2164-4d0b-7750-266b-e1a5c239f0db

First observed

Mar 5, 2019

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.