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Andrew Wesley Hughes

Advisor at Lifemark Securities Corp. — Oconomowoc, WI

Updated today

Credentials

Series 66

Experience

11 years

Location

Oconomowoc, WI 53066

Lifemark Securities Corp. logo

Lifemark Securities Corp.

Multi-team

Total advisors

77

Across 60 offices

Clients per advisor

14 Very Low

Avg AUM per client

$403,551 Low

HNW client ratio

6% Low

About

Andrew Hughes is a financial advisor at Lifemark Securities Corp. with 10 years of industry experience. He holds a Series 66 credential and has previously worked at Thrivent Financial for Lutherans and Farmers Financial Solutions. Outside of his advisory role, Hughes volunteers as a basketball coach and officiates high school basketball games, and he serves on the finance council at St. Joan of Arc Church. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and retirement plan sponsors. The firm offers tailored, suitability-driven advice and manages accounts on both a discretionary and non-discretionary basis using a range of managed account options and platform tools.

Client services

Based on Lifemark Securities Corp.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Lifemark Securities Corp.

Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management

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Fee options

Fixed

Financial planning flat fees typically range from $250 to $5,000 depending on complexity; also one-time fees possible.

Percentage

$0+: IAR fee from 0.35% to 0.5% depending on asset level, maximum cannot exceed 2.0%; client fee may exceed 2.0% due to add-ons N/A - N/A: IAR fees are negotiable and may be discounted or premium based on complexity and require preapproval

Commissions

Yes, as broker-dealer, commissions earned by IARs on commissionable products sold outside advisory services.

Project-based

Financial planning hourly fees typically range from $100 to $500 per hour.

Other

Minimum fee: Minimum annual account fees may apply depending on the custodian or platform used; specific amounts not stated. Fee-only: Yes, investment advisory services fees payable as percentage of assets; IAR fees negotiated within stated ranges; no commissions on advisory services.

Location

See office

Oconomowoc, WI

203 East Wisconsin Ave, Suite 207

Oconomowoc WI 53066

Advisors at this office

1

Most active in

Wisconsin

Work history

11 years of industry experience

St. Joan of Arc School

2025 - Present • 1 year

Nashotah, WI

St. Joan of Arc Church

2025 - Present • 1 year

Nashotah, WI

St. Joan of Arc School

2024 - Present • 2 years

Nashotah, WI

Lifemark Securities Corp.

2023 - Present • 3 years

Rochester, NY

St. Joan of Arc Church & School

2023 - 2024 • 1 year

Nashotah, WI

Hughes Financial Services

2019 - Present • 7 years

Oconomoc, WI

Basketball Coach

2019 - Present • 7 years

SE Wisconsin, WI

Farmers Financial Solutions

2019 - 2020 • 1 year

Oconomowoc, WI

Farmers Insurance

2019 - 2020 • 1 year

Oconomowoc, WI

Unemployed

2018 - 2019 • 1 year

Hartford, WI

THRIVENT FINANCIAL for Lutherans

2010 - 2018 • 8 years

Appleton, WI

Thrivent investment Management Inc

2010 - 2018 • 8 years

West Bend, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Andrew P

CFP®

Delafield, WI

Behl Wealth Management

Retirement isn’t just a date—it’s the life you’ve earned. Andrew Polzin helps clients turn decades of planning into a retirement that feels intentional, full, and uniquely theirs. Whether it’s traveling the world, spoiling grandchildren, or supporting causes close to the heart, he focuses on helping clients make the most of their money—and their lives. As a fee-only, independent advisor, Andrew prioritizes transparency and trust. He takes a big-picture approach to financial planning, connecting investments, insurance, taxes, and cash flow into a strategy that works together, not in pieces. The goal is simple: clarity, confidence, and control so clients can make bold choices without worry. A University of Wisconsin–Madison graduate with a degree in Personal Finance: Financial Planning and a Certificate in Entrepreneurship, Andrew earned his CFP® designation early in his career. He helps clients navigate the tough decisions—Social Security, taxes, legacy planning—so retirement becomes a chapter of purpose, freedom, and peace of mind. Outside the office, Andrew can be found exploring the great Wisconsin outdoors with family and friends, cheering on the Brewers and Badgers, catching live music, or honing his golf game.

General retirement planning Retirement income strategy General tax planning Roth conversion strategy Founder/Business Owner Retired Approaching retirement Retired

Brian B

CFP®, CRPC®

Delafield, WI

Behl Wealth Management

Brian founded Behl Wealth Management to build a firm where clients truly come first. He became frustrated at other financial firms where most conversations were about how to make the firm more money instead of helping their clients make more money. Brian cares about your success and dedicates himself to continual learning. He tracks the ever-changing markets, tax regulations, and planning strategies so you don’t have to feel confused by the financial decisions you face. His clients often comment on how much greater detail he goes into than other advisors they have previously worked with. Brian feels it only makes sense to take advice from someone who is committed to acting in your best interest. He adheres to the fiduciary standard because you deserve unbiased advice. One of Brian's favorite parts of his job is the opportunity to build deep and long-term relationships with his clients and the rewarding trust they place in him. Brian has worked as a trusted financial guide and helped his clients make better financial decisions for over a decade. He is a Certified Financial Planner® and a Chartered Retirement Planning Counselor®. He graduated from Carroll College with a Business Management degree with a Finance emphasis and also has a Certificate in Financial Planning from Boston University. When not in the office or meeting with clients, Brian is likely to be golfing or traveling, often with his wife Kayla. He is a member of the Badgerland Water Ski Team based in Waukesha and has been part of multiple world records for show skiing acts. Brian is also an avid Wisconsin sports fan and can always be found cheering on the Packers, Brewers, Bucks, and Badgers. To schedule a no-obligation introductory phone call, please use this link: https://calendly.com/brianbehl/intro_call

Wealth management General retirement planning General tax planning Retirement income strategy Retirement withdrawal strategies Founder/Business Owner Retired Baby Boomers (Born 1946-1964) Approaching retirement Retired Gen X (Born 1965-1980)
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Brian S

ChFC®, Series 63, Series 66

Hartland, WI

Selerski Asset Management, LLC

Brian Selerski is a financial advisor at Selerski Asset Management, LLC in Hartland, WI, holding the ChFC® designation with 21 years of industry experience. Prior to founding his independent firm, he spent 19 years with Northwestern Mutual Investment Services and Wealth Management Company. Selerski Asset Management, LLC offers financial planning, discretionary investment management, and qualified retirement-plan consulting to individuals, families, trusts, businesses, charities, and employee benefit plans. The firm employs a proprietary strategic asset-allocation framework with targeted risk allocations and provides specialized services in qualified plan consulting, including fiduciary roles and educational support.

Wealth management
user avatar

Lars L

Series 65

Pewaukee, WI

Magis Private Wealth Management, LLC

Lars Larsen is a financial advisor at Magis Private Wealth Management, LLC with 22 years of industry experience. He holds a Series 65 designation and has worked at Magis since 2003. Outside of his advisory role, Larsen is vice president and Chief Technology Officer at Faith Technologies, Inc., where he leads the data science and analytics team in the EnTech Solutions division focused on clean energy. Magis Private Wealth Management provides discretionary private wealth management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages diversified portfolios using fundamental analysis alongside technical and cyclical factors, serving a client base that includes high-net-worth individuals.

Wealth management

Marie S

CFP®, EA

Watertown, WI

Entirement Financial Planning LLC

Hello and welcome to Entirement Financial Planning LLC, we are so glad you're here! Entirement is your passport to financial planning that’s effective and enjoyable! We're a virtual fee-only financial advisory firm that provides tax-efficient planning for your life today as well as your retirement and investment management. Our specialty is to help you with your entire financial life as your Chief Entirement Financial Officer. What does that mean? It means we take a comprehensive approach to your financial picture- investments, taxes, insurance, financial goals, estate planning, and anything that is top of mind for you. Our services depends on your needs and can include: Comprehensive financial planning for today Comprehensive retirement planning Tax-Coordinated Portfolios (tax-efficient asset location) Tax planning advice Risk Management-life insurance, disability, long-term care, etc. Estate Planning Coordination Retirement Income Distribution Planning Education on all topics along the way Ready to learn more? Please check out our website to schedule a complimentary financial review or give us a call at (262) 207-4353. We look forward to meeting you.

Wealth management General tax planning General retirement planning Gen X (Born 1965-1980)
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Justin D

Series 65

Waukesha, WI

Domo Capital Management, LLC

Justin Dopierala is a financial advisor at Domo Capital Management, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Domo Capital Management since 2007. His prior work experience includes FedEx Services and operating Dopierala Holdings, LLC. Domo Capital Management is a small, discretionary investment adviser managing approximately $18.1 million primarily for individual and high-net-worth clients. The firm employs a value-oriented, concentrated all-cap strategy focused on long-term investments in a limited number of positions, supported by a disciplined research process and strategic use of cash and hedging.

Concentrated stock management
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