Andrew Wesley Hughes

Lifemark Securities CORP.

10 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Lifemark Securities CORP.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

84 advisors

Number of Clients

1,434 clients

Average Client Portfolio

$322K average

Assets Under Management

$461.5M

Fee Structure

Location

203 East Wisconsin Ave, Suite 207, Oconomowoc, WI, 53066

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History

Regulatory History (2)

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Financial

July 2023

Final

Employment Separation After Allegations

October 2018

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Andrew is an independent insurance agent with Hughes Agency, LLC, selling life, health, disability, and LTC insurance products, taking nearly full-time. He also officiates high school basketball and is a volunteer church council member, requiring minimal time.