Andrew HudakCRD Number: 5509683
Current Firm: Transamerica Financial Advisors, Inc.
Andrew Hudak (CRD# 5509683) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Maumee, OH and has over 8 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Toledo Area Small Business Association||Toledo, OH||Feb 2016 - Current||1|
|Epic Toledo||Toledo, OH||Jan 2015 - Current||2|
|Ballet Theatre Of Toledo||Holland, OH||Dec 2013 - Current||3|
|Wildwood Environmental||Maumee, OH||Sep 2012 - Current||4|
|Transamerica Financial Advisors, Inc.||Maumee, OH||Jan 2012 - Current||5|
|Debtmerica, LLC||Toledo, OH||Feb 2011 - Current||6|
|World Financial Group||Maumee, OH||Mar 2008 - Current||9|
|Wildwood Environmental Academy||Toledo, OH||Oct 2008 - Jul 2012||3|
|Investment Advisers International, Inc.||Maumee, OH||Aug 2010 - Jan 2012||1|
|World Group Securities, Inc.||Maumee, OH||Mar 2008 - Jan 2012||3|
|Great Lakes Environmental Academy||Toledo, OH||Oct 2008 - Aug 2010||1|
|Springfield Local Schools||Holland, OH||Nov 2006 - Mar 2009||2|
|American Income Life||Toledo, OH||Jun 2007 - Nov 2007||< 1|
|Toledo Auto Care||Toledo, OH||May 2007 - Jun 2007||< 1|
|Washington Wild Things||Washington, PA||Jun 2005 - Sep 2006||1|
|Interstate Studio||Toledo, OH||Feb 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2010|
|S63||Uniform Securities State Law Examination||May 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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