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Andrew Hackett

11 Years of Experience
BrokerSells Insurance

Andrew Hackett is a registered investment advisor, based in Kokomo, IN, with 11 years of industry experience.

Location

2704 S Goyer Rd, Kokomo, IN, 46902

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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 ActivitiesSells Insurance

Andrew is a Stewardship Manager for The Dale House Project, responsible for property maintenance and advising larger projects, dedicating about 10-20% of his time. He also engages in independent insurance sales, spending a few hours per week on this investment-related activity.

Employment History
Current Registrations
Creative Financial Designs, INC.
April 2020 - Present · 6 yrs
Cfd Investments, INC.Broker
April 2020 - Present · 6 yrs
Previous Registrations
Cuso Financial Services, L.P.
December 2018 - April 2020 · 1 yr 4 mos
Cuso Financial Services, L.P.Broker
December 2018 - April 2020 · 1 yr 4 mos
Waddell & Reed
July 2014 - December 2018 · 4 yrs 5 mos
Waddell & ReedBroker
July 2014 - December 2018 · 4 yrs 5 mos
State Registrations2 states
CONY
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.
Andrew Hackett - Financial Advisor | TrueAdvisor