AH
CFP
AH
CFP

Andrew Hahn

22 Years of Experience
Bethesda, MD
Broker

Andrew Hahn is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 22 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

7200 Wisconsin Ave, Ste 903, Bethesda, MD, 20814

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew has a 90% ownership stake in Hahn GP, LLC, formed to sell a percentage to an LLC. This investment-related activity takes minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
July 2020 - Present · 5 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2007 - July 2020 · 12 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2007 - July 2020 · 12 yrs 9 mos
UBS Financial Services INC.
May 2003 - November 2007 · 4 yrs 6 mos
UBS Financial Services INC.Broker
April 2003 - November 2007 · 4 yrs 7 mos
State Registrations16 states
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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.
Andrew Hahn - Financial Advisor | TrueAdvisor