AH
CFP
AH
CFP

Andrew Jay Hengst

28 Years of Experience
Broker
Areas of Practice
Retirement PlanningEstate PlanningInvestment ManagementEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
96 advisors
Number of Clients
6,728 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$12.3B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.10%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.40%

Fees charged quarterly in advance. Fees may be individually negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

220 South 6th Street, Suite 300, Minneapolis, MN, 55402-1418

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Cliftonlarsonallen Wealth Advisors, LLCBroker
March 2014 - Present · 11 yrs 11 mos
Cliftonlarsonallen Wealth Advisors, LLC
February 2012 - Present · 14 yrs
Previous Registrations
Valmark Securities, INC.Broker
July 2011 - January 2013 · 1 yr 6 mos
Clifton Gunderson Wealth Advisors
September 2010 - February 2012 · 1 yr 5 mos
Cg Brokerage L.L.C.Broker
September 2010 - July 2011 · 10 mos
J.P. Morgan Securities LLCBroker
October 2008 - September 2010 · 1 yr 11 mos
J.P. Morgan Securities LLC
October 2008 - September 2010 · 1 yr 11 mos
J. P. Morgan Securities INC.
September 2006 - October 2008 · 2 yrs 1 mo
J.P. Morgan Securities INC.Broker
July 2006 - October 2008 · 2 yrs 3 mos
Jpmorgan Securities INC
September 2005 - September 2006 · 1 yr
Banc One Securities CorporationBroker
September 2005 - July 2006 · 10 mos
Chase Investment Services CORP.
September 2005 - September 2005 · 0 mos
Chase Investment Services CORP.Broker
September 2005 - September 2005 · 0 mos
Investment Centers of America, INC.Broker
July 2004 - February 2006 · 1 yr 7 mos
Sii Investments, INC.Broker
July 2004 - September 2005 · 1 yr 2 mos
Thrivent Investment Management INC.Broker
June 1997 - June 2004 · 7 yrs
State Registrations4 states
FLKYTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.