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Brandon Hurckes

8 Years of Experience
East Peoria, IL
BrokerSells Insurance

Brandon Hurckes is a registered investment advisor at Ausdal Financial Partners, INC., based in East Peoria, IL, with 8 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 10,402 clients with $2.1B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
223 advisors
Number of Clients
10,402 clients
Average Client Portfolio
$205K average
Assets Under Management
$2.1B

Fee Structure

Ausdal Financial Partners offers several investment management programs. Fees vary depending on the program and custodian.

Advisor Managed Account (AMP): Fees are negotiated with your advisor, with a maximum annual fee of 3%. Wrap accounts include all transaction costs, while non-wrap accounts charge separately for advisory services and transactions.

Third Party Managed Accounts (SMA/UMA): Fees consist of an Investment Advisor Representative Fee, a Platform Fee (0.11% to 0.28%), and a Manager Fee (0% to 0.80%).

Retirement Plan Advisory Program: Maximum annual fee of 3%. Fees can be a fixed percentage or tiered based on account assets.

Held Away Accounts (Pontera): Maximum advisory fee of 1.5% of account assets. Fees must be deducted from an alternate advisory account or billed directly to the client.

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Location

2515 E. Washington Street, Suite A, East Peoria, IL, 61611

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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

Brandon works full-time for Clarity Group Midwest, LLC as a registered representative and investment advisor, dedicating all trading hours to registered rep duties, investment advisory duties, and office functions. He also spends minimal time on insurance sales of various insurance products.

Employment History
Current Registrations
Ausdal Financial Partners, INC.
April 2018 - Present · 8 yrs 1 mo
Ausdal Financial Partners, INC.Broker
May 2017 - Present · 9 yrs
State Registrations14 states
ARCACOIAILINKSMAMIMNMOOKPATX
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.
Brandon Hurckes - Financial Advisor | TrueAdvisor