Andrew
Hudak

Transamerica Financial Advisors, Inc

CRD#5509683
Investment Advisor
in Maumee, OH

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About this Advisor

Andrew Hudak is a financial advisor who works in Maumee, Ohio, who has 11 years of relevant experience. Hudak is an advisor for Transamerica Financial Advisors, Inc. The advisor has gained experience at World Financial Group, Debtmerica, LLC, Transamerica Financial Advisors, Inc, Ballet Theatre Of Toledo, Wildwood Environmental, Toledo Area Small Business Association, Epic Toledo, Hudak Enterprises, LLC, Bni, Fist Office Partners, LLC, 3815 South Atlantic Avenue Unit, Aflac and Wealthwave. Hudak has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Michigan, Ohio and Texas. Transamerica Financial Advisors, Inc is a business based in Saint Petersburg, FL. The firm has offices in 286 locations and a total of 1,235 employees. It handles $2 billion in total assets across its 59,659 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves 18 charitable organizations. Of its 59,659 client accounts, just 2% belong to high-net-worth investors who have greater than $1 million in assets. The business provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management largely are based on which services are provided. Fees charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

3410 Briarfield Blvd Suite 1A
Maumee, OH 43537

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,815,425,709

OH Average: $1,855,561,029
Total Number of Employees

1,235

OH Average: 62
Total Number of Accounts

59,659

OH Average: 2,474
Average Account Size

$30,430

OH Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Andrew Hudak Work History

Andrew has been registered as a financial advisor for 11 years.*

2021 - Present (3 years)

3815 South Atlantic Avenue Unit

2021 - Present (3 years)

Aflac

2020 - Present (4 years)

Wealthwave

2018 - Present (6 years)

Bni

2017 - Present (7 years)

Hudak Enterprises, LLC

2017 - Present (7 years)

Fist Office Partners, LLC

2016 - Present (8 years)

Toledo Area Small Business Association

2013 - Present (11 years)

Ballet Theatre Of Toledo

2012 - Present (12 years)

Transamerica Financial Advisors, Inc

2008 - Present (16 years)

World Financial Group

2015 - 2020 (5 years)

Epic Toledo

2012 - 2016 (4 years)

Wildwood Environmental

2011 - 2021 (10 years)

Debtmerica, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrew Hudak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Transamerica Financial Advisors, Inc

Julie Sun
Bellevue, WA
Jjean-Claude Baldivino
Rancho Cucamonga, CA
Shih-Sheng Li
Milpitas, CA
Amanda Ryba
San Jose, CA
Austin Hogan
Cincinnati, OH
Cyler Sanderson
Draper, UT
Chad Tacia
San Antonio, TX
Tarl Reynoso
Orem, UT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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