Andrew
Hughes

Lifemark Securities Corp

CRD#5814994
Investment Advisor
in Oconomowoc, WI

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About this Advisor

Andrew Hughes is a financial advisor based in Oconomowoc, Wisconsin, working with Lifemark Securities Corp. Andrew has previously held positions at Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Farmers Insurance, Farmers Financial Solutions, Lifemark Securities Corp, Hughes Agency, LLC, Basketball Coach, and St. Joan Of Arc Church & School. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Andrew is part of Lifemark Securities Corp, which operates out of Oconomowoc, Wisconsin. The firm has 66 offices and 86 employees. The firm manages assets totaling $246.1 million and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Lifemark Securities Corp includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

203 East Wisconsin Ave Suite 207
Oconomowoc, WI 53066

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Lifemark Securities Corp Brokerage Details

Total Assets Under Management

$246,107,839

WI Average: $7,464,549,021
Total Number of Employees

86

WI Average: 88
Total Number of Accounts

1,231

WI Average: 3,892
Average Account Size

$199,925

WI Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Andrew Hughes Work History

2023 - Present (1 year)

Lifemark Securities Corp

2023 - Present (1 year)

St. Joan Of Arc Church & School

2019 - Present (5 years)

Hughes Agency, LLC

2019 - Present (5 years)

Basketball Coach

2019 - 2020 (1 year)

Farmers Insurance

2019 - 2020 (1 year)

Farmers Financial Solutions

2010 - 2018 (8 years)

Thrivent Investment Management Inc

2010 - 2018 (8 years)

Thrivent Financial For Lutherans

Disclosures

Please visit the SEC profile of Andrew Hughes 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 Lifemark Securities Corp

Cathy Cristman
Little Falls, NY
Patrick Durst
Littleton, CO
Camille Toschi
Rochester, NY
David Iobst
Bear, DE
Brendan Schafer
Valparaiso, IN
Alan Mcclure
Baton Rouge, LA
Bon Koo
Rochester, NY
Angelo Odore
Pearl River, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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