AH
CFP
AH
CFP

Andrew Hadel

16 Years of Experience
Overland Park, KS
1 DisclosureBrokerSells Insurance

Andrew Hadel is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Overland Park, KS, with 16 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

11900 College Blvd Ste 320, Overland Park, KS, 66210

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History

Regulatory History (1)
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Judgment / Lien
June 2025
Other Business ActivitiesSells Insurance

Andrew is an agent at Hadel Financial Solutions, helping individuals and businesses with life insurance and business strategies, dedicating about 10-20% of his time. He also provides support and planning at Hadel Financial and Business Solutions, spending about half his time on activities unrelated to his clients, such as office technology and consultation.

Employment History
Current Registrations
Osaic Wealth, INC.
January 2024 - Present · 2 yrs 4 mos
Osaic Wealth, INC.Broker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
LPL Financial LLC
January 2023 - March 2023 · 2 mos
LPL Financial LLCBroker
January 2023 - March 2023 · 2 mos
Woodbury Financial Services, INC.
March 2010 - January 2024 · 13 yrs 10 mos
Woodbury Financial Services, INC.Broker
December 2009 - January 2024 · 14 yrs 1 mo
State Registrations9 states
COFLILKSMONENYORWI
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.