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Donald Edward Hannigan Jr.

Advisor at OSAIC — Plymouth, NH

Updated today

Credentials

ChFC®, Series 63

Experience

41 years

Location

Plymouth, NH 03264

OSAIC logo

OSAIC

Institution

Total advisors

7,820

Across 3,558 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Donald Hannigan Jr. is a financial advisor at OSAIC with over 41 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining OSAIC in 2023, he worked at Questar Asset Management and Questar Capital Corporation since 2008, and he has owned Hannigan Brokerage Services since 1997, which sells various insurance products. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios with a wide range of investment options.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Plymouth, NH

35 Main Street

Plymouth NH 03264

Advisors at this office

1

Most active in

New Hampshire

Work history

41 years of industry experience

OSAIC

2023 - Present • 3 years

Plymouth, NH

Questar Asset Management

2008 - Present • 18 years

Minneapolis, MN

Questar Capital Corporation

2008 - Present • 18 years

Minneapolis, MN

Hannigan Brokerage Services

1997 - Present • 29 years

Plymouth, NH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Robert M

Holderness, NH

Squam Lakes Financial Advisors, LLC

Robert Maloney is a financial advisor at Squam Lakes Financial Advisors, LLC, with 28 years of industry experience. He has been with Squam Lakes Financial Advisors since 2007. Squam Lakes Financial Advisors serves a small client base including individuals, business entities, and trusts, offering financial planning and consulting services such as tax planning and preparation. The firm does not provide investment management but refers clients to independent third-party managers and monitors their performance, operating under written financial planning agreements with fixed or hourly fee arrangements.

General tax planning Business succession planning
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Thomas M

Series 65

Warren, NH

Nintai Investments LLC

Thomas Macpherson is a financial advisor at Nintai Investments LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Dorfman Value Investments LLC for three years. In addition to his advisory role, he publishes investment commentary and serves on a nonprofit board. Nintai Investments LLC is a single-advisor firm providing discretionary portfolio management and investment advisory services to individuals, businesses, family offices, foundations, and endowments. The firm employs a fundamental value investment approach focused on concentrated equity portfolios, using discounted cash-flow models and quality screens to select primarily long positions in U.S. and select non-U.S. companies.

Active portfolio management
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David E

Series 63, Series 65

Center Sandwich, NH

Engels Investment Advisors, LLC

David Engels is the sole advisor at Engels Investment Advisors, LLC, an independent firm he has led since 2000. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Based in Center Sandwich, NH, Engels focuses exclusively on serving high-net-worth individuals and families. Engels Investment Advisors, LLC manages approximately $28.8 million for a small client base, providing long-term supervisory portfolio management and advice on asset allocation and specific securities. The firm employs a research-driven investment approach combining fundamental, technical, and cyclical analysis, and operates on a fully non-discretionary basis.

Active portfolio management
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William W

Series 65

Groton, NH

DW West Investments LLC

William West is the sole advisor at DW West Investments LLC in Groton, NH. He holds a Series 65 designation and has one year of experience in financial advising. Prior to founding his firm, he worked at Mount Prospect Academy, the National Renewable Energy Laboratory, and the University of Maine, where he held roles related to advanced structures and composites. William also maintains full-time employment outside the advisory business with specific conflict-mitigation measures in place. DW West Investments LLC provides discretionary portfolio management primarily to retail and high-net-worth individuals. The firm constructs portfolios using three model allocations focused on technology and high-quality U.S. companies, applying fundamental research and structured rebalancing within client-specific investment guidelines.

Concentrated stock management Active portfolio management Passive / index investing
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Lawrence D

Series 65

Holderness, NH

Squam Lakes Investment Management, LLC

Lawrence Dwight III is a financial advisor at Squam Lakes Investment Management, LLC, holding a Series 65 designation with five years of industry experience. He founded Dwight Investment Counsel, LLC, where he has provided investment advisory services since 2019. Prior to that, he worked at Stericycle, Inc. for four years. Squam Lakes Investment Management, LLC offers personalized, discretionary portfolio management and ongoing financial advice to individuals, families, trusts, and business entities. The firm emphasizes long-term wealth preservation and growth through fundamental analysis, primarily investing in equities with selective use of low-cost ETFs and fixed income, while managing a small number of client relationships to maintain service capacity.

Passive / index investing

Matt S

CFP®, CFA®

Thornton, NH

Sheer Empowerment Financial, LLC

I started my career in Boston working with ultra-high-net-worth clients at a large wealth management firm. After more than a decade in that environment, I realized I wanted a different kind of success — one built around health, family, and purpose. In 2018, my wife and I relocated our family to the White Mountains of New Hampshire, where we’re raising our two kids and running our own businesses. That experience of stepping off the traditional path deeply shapes the way I now serve my clients. At Sheer Empowerment Financial, I work with mid-career professionals, parents, and self-employed individuals who are navigating transitions and want to bring more clarity and intention to their money. Whether you’re changing careers, growing a business, planning for kids, or simply seeking alignment between your finances and your values, I’ll help you simplify the complex, make thoughtful decisions, and move forward with a plan that reflects what matters most. I’m an advice-only, flat-fee planner — no product sales, no portfolio minimums, and no hidden agenda. My role is to provide you with objective, practical strategies and clear steps you can actually take. Ongoing support is available if you want a long-term partner, but it’s always flexible: some clients prefer periodic check-ins, while others just need a comprehensive plan or a focused session to gain confidence in their next move. As a CFA® Charterholder, CFP® professional, and Certified Health & Wellness Coach, I bring both technical expertise and a holistic perspective. Because money decisions don’t exist in isolation — they shape how you spend your time, manage your energy, and build the life you envision. If you’re looking for expert guidance from someone who’s been through major transitions himself, I’d love to connect. Together we can design a financial plan that reflects your values, supports your goals, and gives you the freedom to create the life you truly want.

Business ownership considerations Founder/Business Owner Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)
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