AH
AH

Andrew Gerry Hackett

11 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
151 advisors
Number of Clients
9,767 clients
Average Client Portfolio
$254K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$10K
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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 · 5 yrs 10 mos
Cfd Investments, INC.Broker
April 2020 - Present · 5 yrs 10 mos
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
Exams
No exam information available for this advisor.