Mark Hudec, financial advisor Schulenburg TX

Mark Hudec

CRD Number: 1583095
Current Firm: United Planners' Financial Services Of America A Limited Partner

Mark Hudec (CRD# 1583095) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Schulenburg, TX and has over 37 years of experience in the finance industry.

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Momentum Independent Network Inc.
Company Name Location Dates Years
United Planners' Financial Services Scottsdale, AZ Feb 2011 - Current 13
Mark Hudec Insurance Sugar Land, TX Jan 1990 - Current 34
Trilogy Wealth Management Sugar Land, TX Apr 2015 - Aug 2023 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1987
Contact Info for Mark J. Hudec
Phone Number: 480-991-0225
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    6,086
    MILLIONS
  • Total Number of Accounts
    50,361
    ACCOUNTS
  • Average Account Value
    $120,841
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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