Located at 4 Teunis Court in Palm Coast, Flagler County, Florida (32137), the Edward Jones advisory practice of Certified Financial Planner™ professional Andrea Nichole Gulliksen, CFP® (CRD #7674150) provides comprehensive fiduciary wealth management, retirement paycheck engineering, and legacy planning for coastal and mainland Flagler County retirees. Operating under SEC-registered Investment Adviser Edward Jones (CRD #250, SEC File #801-14888), Andrea Gulliksen, CFP® assists older adults, widows, and pre-retirees across Palm Coast, Matanzas Woods, Indian Trails, and Hammock Beach with tax-smart retirement account withdrawals, Required Minimum Distribution (RMD) and Roth conversion strategies, long-term care protection, and trust and estate alignment.
Official Verification Sources: FINRA BrokerCheck Profile — Andrea Nichole Gulliksen, CFP® (CRD #7674150); SEC Investment Adviser Public Disclosure — Edward Jones (CRD #250); Edward Jones Official Branch Page — Andrea N. Gulliksen, CFP®
Issuer: Securities and Exchange Commission (SEC) / FINRA
Notes: SEC File #801-14888; fiduciary investment advisory and brokerage services offered through Edward Jones (CRD #250) at 4 Teunis Court, Unit A, Palm Coast, FL 32137.
Issuer: CFP Board / FINRA / SEC IAPD
Notes: Led by Financial Advisor Andrea Nichole Gulliksen, CFP® (CRD #7674150), a Certified Financial Planner™ professional serving Palm Coast and Flagler County.
Factual details and direct answers about Edward Jones — Andrea N. Gulliksen, CFP®'s services, licensing, and credentials.
Is Palm Coast financial advisor Andrea N. Gulliksen a Certified Financial Planner™ (CFP®)?
Yes. Andrea Nichole Gulliksen (CRD #7674150) has earned the Certified Financial Planner™ (CFP®) certification from the CFP Board and serves as an Investment Adviser Representative with SEC-registered Edward Jones (CRD #250, SEC File #801-14888).
How does Andrea Gulliksen help Palm Coast seniors manage taxes and healthcare costs in retirement?
The practice structures retirement income plans that coordinate Required Minimum Distributions (RMDs), Qualified Charitable Distributions (QCDs), Roth conversions, Social Security claiming ages, and long-term care insurance reserves.
Where is Andrea Gulliksen's Edward Jones office located in Palm Coast?
Her office is located at 4 Teunis Court, Unit A, Palm Coast, Florida 32137, serving Indian Trails, Matanzas Woods, Palm Harbor, Hammock Dunes, and Flagler Beach.
Connect with complementary legal, financial, and residential providers serving seniors in Palm Coast and Flagler County.
Chiumento Law, PLLC
Palm Coast, Flagler County
(386) 445-8900
Central Landings Senior Living — Palm Coast Town Center Senior Apartments
Palm Coast, Flagler County
(386) 517-1185
The Opal at Palm Coast (Grand Villa of Palm Coast)
Palm Coast, Flagler County
(386) 445-3500
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Florida Property Tax Exemptions for Seniors →
Save Our Homes caps, Additional $50,000 Senior Homestead Exemptions, and tax rules in Flagler County.
Medicare Savings Programs in Florida →
How Medicare Part B/D IRMAA surcharges and Florida QMB/SLMB/QI programs affect retirement cash flow.
Florida Medicaid Long-Term Care Eligibility Guide →
Coordinating retirement income, long-term care insurance, and asset protection for extended care.
Senior Citizen Benefits & Financial Programs in Florida →
Comprehensive overview of financial, tax, and healthcare benefit programs for Florida retirees.
Alliance Financial Partners, Inc. — LPL Financial
Palm Coast, Flagler County
Innovative Financial Solutions, Inc. — Commonwealth Financial Network
Palm Coast, Flagler County
Gratium Wealth Planning — Ameriprise Financial Services, LLC
Palm Coast, Flagler County
Edward Jones — Michael A. Lapshin, CFP®
Palm Coast, Flagler County
Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.