AeroLeads people directory · profile
Andy Flattery Email & Phone Number
Principal and Financial Advisor
at
Flattery Wealth Management
2 work emails found
@bmo.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal and Financial Advisor
Location
Kansas City Metropolitan Area, United States, United States
Who is Andy Flattery? Overview
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Quick answer
Andy Flattery is listed as Principal and Financial Advisor at Flattery Wealth Management, based in Kansas City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at bmo.com and a matched LinkedIn profile for Andy Flattery.
Andy Flattery previously worked as Owner & Financial Advisor at Simple Wealth Planning and Vice President- Investments | Premier Financial Advisor at Bmo Wealth Management. Andy Flattery holds Master Of Science (M.S.), Personal Financial Planning from College For Financial Planning.
Company email context
Email format at Flattery Wealth Management
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{first}.{last}@bmo.com
89% confidence
AeroLeads found 2 current-domain work email signals for Andy Flattery. Compare company email patterns before reaching out.
Profile bio
About Andy Flattery
I started Simple Wealth Planning to help young families in Kansas City like mine navigate complex financial situations and build wealth. I’ve learned from years of experience as a financial advocate some actionable strategies and tools that help my clients achieve their goals quickly and more efficiently. No matter where you are starting, we can "workshop" together to: 1) align your money with your values, 2) construct a personalized financial plan, 3) and work the plan throughout your ever-changing life. Let’s get after it.
Listed skills include Retirement Planning, Wealth Management, Equities, Finance, and 17 others.
Current workplace
Andy Flattery's current company
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6 roles · 19 years
Andy Flattery work experience
A career timeline built from the work history available for this profile.
Owner & Financial Advisor
Current
Sep 2018 - Present
Vice President- Investments | Premier Financial Advisor
Bmo Wealth Management
Jan 2014 - Sep 2018
Financial Advisor
Oct 2012 - Jan 2014
Private Wealth Manager
Allen Partners, Llc
Feb 2010 - Nov 2012
General Manager
2007 - 2009
~2 yrs
3 education records
Andy Flattery education
Master Of Science (M.S.), Personal Financial Planning
College For Financial Planning
Bachelor'S, Management, Marketing
Iowa State University - Ivy College Of Business
Education record
Saint Edmond High School
FAQ
Frequently asked questions about Andy Flattery
Quick answers generated from the profile data available on this page.
What company does Andy Flattery work for?
Andy Flattery works for Flattery Wealth Management.
What is Andy Flattery's role at Flattery Wealth Management?
Andy Flattery is listed as Principal and Financial Advisor at Flattery Wealth Management.
What is Andy Flattery's email address?
AeroLeads has found 2 work email signals at @bmo.com for Andy Flattery at Flattery Wealth Management.
Where is Andy Flattery based?
Andy Flattery is based in Kansas City Metropolitan Area, United States, United States while working with Flattery Wealth Management.
What companies has Andy Flattery worked for?
Andy Flattery has worked for Flattery Wealth Management, Simple Wealth Planning, Bmo Wealth Management, Rbc Wealth Management Financial Services Inc., and Allen Partners, Llc.
How can I contact Andy Flattery?
You can use AeroLeads to view verified contact signals for Andy Flattery at Flattery Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Andy Flattery attend?
Andy Flattery holds Master Of Science (M.S.), Personal Financial Planning from College For Financial Planning.
What skills is Andy Flattery known for?
Andy Flattery is listed with skills including Retirement Planning, Wealth Management, Equities, Finance, Investments, Life Insurance, Asset Allocation, and Alternative Investments.
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