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JZ
ChFC
JZ
ChFC

Jan Zenner

Mcnally Financial Services Corporation
48 Years of Experience
Fredericksburg, TX
6 DisclosuresBrokerSells Insurance
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View SEC Summary

Jan Zenner is a ChFC-designated registered investment advisor at Mcnally Financial Services Corporation, based in Fredericksburg, TX, with 48 years of industry experience. Jan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 147 clients with $28M in assets under management.

Mcnally Financial Services Corporation
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
147 clients
Average Client Portfolio
$189K average
Assets Under Management
$27.8M

Fee Structure

Investment management only (planning not offered)

Investment management services are offered as a percentage of the assets managed. The annual fee is in addition to brokerage commissions, transaction fees, and other related costs. The annual fee is charged quarterly, in advance, based on the market value of the assets managed on the last day of the previous quarter. McNally Financial may negotiate lesser management fees based on certain criteria.

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Location

Fredericksburg, TX

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
February 2022
Final
Financial
June 2021
Final
Regulatory
January 2013
Final
Customer Dispute
March 2012
Closed-No Action
Customer Dispute
February 2012
Denied
Employment Separation After Allegations
November 2011
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jan manages rental properties for a friend, breeds and sells goats, performs as a lead singer in a band, and participates in a saloon girl group. Jan also sells life insurance, disability insurance, and fixed annuities, and provides college financial planning services.

Employment History
Current Registrations
Mcnally Financial Services Corporation
April 2012 - Present · 14 yrs 6 mos
Mcnally Financial Services CorporationBroker
April 2012 - Present · 14 yrs 6 mos
Mcnally Financial Services Corporation
April 2012 - Present · 14 yrs 6 mos
Previous Registrations
Transamerica Financial Advisors, INC.
September 2009 - December 2011 · 2 yrs 3 mos
Transamerica Financial Advisors, INCBroker
September 2009 - December 2011 · 2 yrs 3 mos
Transamerica Financial Advisors, INC.
January 1999 - September 2009 · 10 yrs 8 mos
Transamerica Financial Advisors, INC.Broker
May 1987 - September 2009 · 22 yrs 4 mos
Transamerica Securities Sales CorporationBroker
May 1987 - July 1995 · 8 yrs 2 mos
Financial Planners Equity CorporationBroker
May 1985 - May 1987 · 2 yrs
Nel Equity Services CorporationBroker
September 1982 - April 1985 · 2 yrs 7 mos
Lincoln Financial Advisors CorporationBroker
December 1977 - May 1985 · 7 yrs 5 mos
The Lincoln National Life Insurance CompanyBroker
December 1977 - May 1985 · 7 yrs 5 mos
State Registrations8 states
ARAZCANVORSCTXWA
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.
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