DH
ChFC
DH
ChFC

Donald Hannigan

41 Years of Experience
Plymouth, NH
BrokerSells Insurance

Donald Hannigan is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Plymouth, NH, with 41 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.

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Location

35 Main Street, Plymouth, NH, 03264

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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

Donald owns Hannigan Brokerage Services, selling various insurance products including fixed annuities, disability, health, life, and long-term care insurance, dedicating about a quarter of his time. He is also a Registered Representative with Brayshaw Financial Group, LLC, dedicating minimal time to insurance and securities sales.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
September 2023 - Present · 3 yrs
Osaic Wealth, INC.
September 2023 - Present · 3 yrs
Previous Registrations
Sagepoint Financial, INC.
June 2015 - September 2023 · 8 yrs 3 mos
Sagepoint Financial, INC.Broker
June 2015 - September 2023 · 8 yrs 3 mos
Questar Asset Management, INC.
December 2008 - June 2015 · 6 yrs 6 mos
Questar Capital CorporationBroker
November 2008 - June 2015 · 6 yrs 7 mos
Intersecurities, INC.
July 1997 - June 2003 · 5 yrs 11 mos
Intersecurities, INC.Broker
February 1996 - September 2008 · 12 yrs 7 mos
Nylife Securities INC.Broker
October 1984 - February 1996 · 11 yrs 4 mos
State Registrations1 state
NH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Donald Hannigan - Financial Advisor | TrueAdvisor