AH
CFP
AH
CFP

Andrew N Henk

14 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
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

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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.

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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.

Employment History
Current Registrations
&partners
February 2024 - Present · 2 yrs
&partnersBroker
February 2024 - Present · 2 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
August 2015 - February 2024 · 8 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
August 2015 - February 2024 · 8 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2011 - August 2015 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2011 - August 2015 · 4 yrs 2 mos
State Registrations19 states
ALARAZCACOFLGAILMOMTNCNMNVNYOKPATNTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew N Henk - Financial Advisor | TrueAdvisor