AndrewHayek- Financial Advisor Westerville, OH

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About Andrew Hayek

Bluestone Wealth Partners is dedicated to helping people accumulate wealth and preserve it. We are committed to listening to our clients, understanding their current situation and learning about their goals for the future. We help bring to their attention ideas and solutions befitting their needs, and importantly guide them to take action towards a more secure future for their families and their legacy.

Our clientele consists of professionals and retirees who do not have the time, desire or expertise to manage their personal financial planning as professionally as they manage their own careers or businesses. Many of our clients have competent existing advisors, such as attorneys and accountants, who provide them with a certain level of professional estate or investment planning.

See Disclosures

General Information

Firm Start Year

2016

CRD#

4390780

Firm CRD#

6413

Years of Experience in Financial Services

Number of Years with Current Firm

Advisory Services Provided

Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, 401K Rollovers, Investment Advice & Management, Insurance Products & Annuities, Portfolio Management, Retirement Planning

Compliance

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$72,000,000

Education

Bachelor of Science -

Penn State Univeristy
01/1992 -05/1993

MBA - Business Administration

Case Western Reserve University
08/1997 -05/1999

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities offered through LPL Financial, Member FINRA & SIPC.. Registered representatives of LPL offer brokerage products and services using the trade name Bluestone Wealth Partners. Advisors with the Agriesti Team offer advisory services through Gladstone Institutional Advisory, doing business as Bluestone Wealth Advisors. LPL Financial is a separate Entity from Gladstone Institutional, Bluestone Wealth Partners, and Bluestone Wealth Advisors.

Paladin Advisors

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Paladin Research Report For:

Andrew Hayek

Bluestone Wealth Partners / LPL Financial