Donald Hannahs
Donald Hannahs is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Virginia Beach, VA, with 38 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
One Columbus Center, Suite 800, Virginia Beach, VA, 23462
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2009Customer Dispute
December 2007Customer Dispute
February 1996Other Business ActivitiesSells Insurance
Donald teaches adult education courses at Virginia Beach Public School Adult Learning Center, dedicating minimal time. He also works as an insurance agent offering fixed insurance products and owns Donald Hannahs LLC to pay business expenses.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
LPL Financial LLCBroker
Triad Advisors, LLC
Planning Solutions Group, LLC
Triad Advisors LLCBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
State Registrations8 states
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.