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CFP · ChFC
AM
CFP · ChFC

Andrew Mccausland

Ausdal Financial Partners, INC.
37 Years of Experience
Northbrook, IL
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Andrew Mccausland is a CFP, ChFC-designated registered investment advisor at Ausdal Financial Partners, INC., based in Northbrook, IL, with 37 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 16,572 clients with $3.7B in assets under management.

Ausdal Financial Partners, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
238 advisors
Number of Clients
16,572 clients
Average Client Portfolio
$225K average
Assets Under Management
$3.7B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Maximum annual fee across investment advisory programs will not exceed 3%. Specific fee schedules are negotiated directly with your investment advisor representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

707 Skokie Blvd Ste 600, Northbrook, IL, 60062

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2023
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Andrew is the President and a Financial Advisor at The McCausland Group, dedicating nearly full-time hours to financial planning, analysis, and advice. He also offers equity index annuities and other fixed insurance products, spending about 10-20% of his time on fixed insurance sales and a few hours per week on equity index annuities.

Employment History
Current Registrations
Ausdal Financial Partners, INC.
February 2012 - Present · 14 yrs 8 mos
Ausdal Financial Partners, INC.Broker
February 2012 - Present · 14 yrs 8 mos
Previous Registrations
Harvest Investment Services, LLC
February 2012 - March 2012 · 1 mo
Investment Advisors
August 2003 - March 2012 · 8 yrs 7 mos
Proequities, INC.Broker
July 2003 - March 2012 · 8 yrs 8 mos
Intersecurities, INC.
March 2003 - October 2003 · 7 mos
World Group Securities, INC.Broker
April 2002 - August 2003 · 1 yr 4 mos
Wma Securities, INC.Broker
July 2001 - April 2002 · 9 mos
Provident Distributors, INC.Broker
June 1999 - December 2000 · 1 yr 6 mos
Funds Distributor, INC.Broker
July 1998 - May 1999 · 10 mos
Investors Brokerage Services, INC.Broker
June 1994 - May 1998 · 3 yrs 11 mos
Kemper Financial Services, INC.Broker
July 1987 - December 1993 · 6 yrs 5 mos
State Registrations12 states
AZCACOFLGAILMDMNMOMTNYOR
AdvisorBrokerBoth

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.
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