Andrew N Henk

CFP

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14 Years of Experience

Broker

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners

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Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

435 advisors

Number of Clients

32,200 clients

Average Client Portfolio

$439K average

Assets Under Management

$14.1B

Fee Structure

Location

40 Burton Hills Blvd., Suite 350, Nashville, TN, 37215

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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.

Other Business Activities

Andrew is the Vice President of the Board of Directors for Ellis County Fresh Water Supply District No. 1. He attends monthly meetings representing the residents of Ellis County, dedicating minimal time to this activity.