MH
MH

Mark Hudec

38 Years of Experience
Schulenburg, TX
2 DisclosuresSells Insurance

Mark Hudec is a registered investment advisor at Nfsg Corporation, based in Schulenburg, TX, with 38 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
73 advisors
Number of Clients
3,096 clients
Average Client Portfolio
$350K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$25K
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fee is up to 2%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Schulenburg, TX

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History

Regulatory History (2)
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Employment Separation After Allegations
October 2025
Employment Separation After Allegations
May 2025
Other Business ActivitiesSells Insurance

Mark is an independent insurance agent selling life and health insurance, dedicating about 10-20% of his time to this activity. He is also a partner at Trilogy Wealth Partners, a DBA for marketing purposes, spending about a quarter of his time on this.

Employment History
Current Registrations
Nfsg Corporation
November 2025 - Present · 6 mos
Previous Registrations
Gradient Wealth Management
August 2025 - October 2025 · 2 mos
Gradient Securities, LLCBroker
August 2025 - October 2025 · 2 mos
Tlg Advisors, INC.
June 2025 - July 2025 · 1 mo
The Leaders Group, INC.Broker
May 2025 - July 2025 · 2 mos
United Planners' Financial Services of America a Limited PartnerBroker
February 2011 - June 2025 · 14 yrs 4 mos
Qa3 Financial LLC
May 2002 - February 2011 · 8 yrs 9 mos
Qa3 Financial CORP.Broker
March 2002 - February 2011 · 8 yrs 11 mos
Tcg Consulting
March 2002 - September 2004 · 2 yrs 6 mos
Intersecurities, INC.Broker
November 1998 - March 2002 · 3 yrs 4 mos
Royal Alliance Associates, INC.Broker
June 1995 - November 1998 · 3 yrs 5 mos
Advantage Capital CorporationBroker
October 1993 - June 1995 · 1 yr 8 mos
Uslife Equity Sales CORP.Broker
May 1991 - October 1993 · 2 yrs 5 mos
Advantage Capital CorporationBroker
January 1991 - May 1991 · 4 mos
First American National Securities, INC.Broker
December 1986 - December 1990 · 4 yrs
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.