Andrew Hughes
Advisor at Lifemark Securities Corp.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Lifemark Securities Corp.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Oconomowoc, WI 53066
Credentials
Series 66
Industry experience
11 years
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.
Based on Lifemark Securities Corp.
Based on Lifemark Securities Corp.
Financial planning flat fees typically range from $250 to $5,000 depending on complexity; also one-time fees possible.
$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
Yes, as broker-dealer, commissions earned by IARs on commissionable products sold outside advisory services.
Financial planning hourly fees typically range from $100 to $500 per hour.
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.
203 East Wisconsin Ave, Suite 207
Oconomowoc, WI 53066
Wisconsin
St. Joan of Arc School
2025 - Present (1 year)
St. Joan of Arc Church
2025 - Present (1 year)
St. Joan of Arc School
2024 - Present (2 years)
Lifemark Securities Corp.
2023 - Present (3 years)
St. Joan of Arc Church & School
2023 - 2024 (1 year)
Hughes Financial Services
2019 - Present (7 years)
Basketball Coach
2019 - Present (7 years)
Farmers Financial Solutions
2019 - 2020 (1 year)
Farmers Insurance
2019 - 2020 (1 year)
Unemployed
2018 - 2019 (1 year)
THRIVENT FINANCIAL for Lutherans
2010 - 2018 (8 years)
Thrivent investment Management Inc
2010 - 2018 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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