Andrew Hunt, financial advisor Boulder CO
93 score

Andrew Hunt

CRD Number: 5545183
Current Firm: Advice And Planning Services

Andrew Hunt (CRD# 5545183) is an Investment Advisor Representative working at Advice And Planning Services in Boulder, CO and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Boulder, CO Dec 2016 - Current 1
Tiaa-cref Individual & Institutional Services, LLC Boulder, CO Dec 2016 - Current 1
Northwestern Mutual Investment Services, LLC Denver, CO Jun 2008 - Dec 2016 8
Northwestern Mutual Life Insurance Company Milwaukee, WI Jun 2008 - Dec 2016 8
Northwestern Mutual Investment Services, LLC Denver, CO Oct 2014 - Mar 2016 1
University Of Colorado At Boulder Boulder, CO Aug 2006 - May 2010 3
Waterway Gas And Wash Broomfield, CO May 2007 - Aug 2009 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
S63 Uniform Securities State Law Examination Sep 2010
Contact Info for Andrew M. Hunt
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    21,673
    MILLIONS
  • Total Number of Accounts
    55,750
    ACCOUNTS
  • Average Account Value
    $388,745
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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