AH
CFP
AH
CFP

Andrew Hackmann

12 Years of Experience
St. Louis, MO
BrokerSells Insurance

Andrew Hackmann is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in St. Louis, MO, with 12 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.

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Location

2 City Place Dr, Suite 30, St. Louis, MO, 63141-7096

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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 ActivitiesSells Insurance

Andrew is an independently contracted agent selling Medicare supplement insurance policies, dedicating a few hours per week. He also operates Old Cabin Wealth Management, where he occasionally assists clients with insurance products like long-term care, life insurance, disability income insurance, and fixed annuities. He also serves on the Board of Elders at Immanuel Lutheran Church.

Employment History
Current Registrations
Osaic Wealth, INC.
November 2022 - Present · 3 yrs 6 mos
Osaic Wealth, INC.Broker
March 2014 - Present · 12 yrs 2 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
January 2008 - November 2008 · 10 mos
State Registrations27 states
AZCACTDCFLGAIAILINKSLAMAMIMNMONCNHNYOHORPASCSDTNTXVAWI
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.