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Marc David Hanneman

Advisor at OSAIC Institutions, INC. — Austinburg, OH

Updated today

Credentials

Series 63

Experience

27 years

Location

Austinburg, OH 44010

OSAIC Institutions, INC. logo

OSAIC Institutions, INC.

Enterprise

Total advisors

544

Across 352 offices

Clients per advisor

29 Very Low

Avg AUM per client

$308,738 Low

HNW client ratio

0% Very Low

About

Marc Hanneman is a financial advisor at OSAIC Institutions, INC. with 27 years of industry experience. He holds a Series 63 designation and has worked at Infinex Investments, Inc. and Andover Bank since 2009. Outside of his advisory work, he is a co-owner of MKKD Properties, LLC, a commercial property leasing company. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services. The firm provides customized financial solutions through a network of investment adviser representatives, employing a mix of fundamental and technical analysis alongside access to alternative investments and lending options.

Client services

Based on OSAIC Institutions, INC.

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

Expertise

Based on OSAIC Institutions, INC.

Annuities Tax-loss harvesting

Occupation focus

Based on OSAIC Institutions, INC.

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services up to $25,000 or more for high net worth individuals.

Percentage

$0+: Up to 2.50%, negotiable (maximum advisory fee) for customized advisory services $0+: Up to 1.25% for ERISA plan services, negotiable $10,000+: Minimum for AMP wrap fee program $5,500+: Minimum for UMA wrap fee program

Commissions

Commissions earned by IARs when selling securities or insurance products as broker-dealer representatives; may receive trail fees and other compensation.

Project-based

Hourly fees generally range from $50 to $750 per hour for financial planning and consulting services.

Other

Minimum fee: Fixed or flat fees for financial planning and consulting services generally range up to $25,000, can exceed for high net worth individuals; hourly fees generally range from $50 - $750 per hour, not exceeding $25,000 annually. Fee-only: Financial planning and consulting services offered for fixed fees or hourly charges; no commissions charged for these advisory services.

Location

See office

Austinburg, OH

1853 State Route 45

Austinburg OH 44010

Advisors at this office

1

Most active in

Ohio

Work history

27 years of industry experience

Infinex Investments, Inc.

2009 - Present • 17 years

Austinburg, OH

Andover Bank

2009 - Present • 17 years

Austinburg, OH

Disclosures

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

Business activities & affiliations

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Ryan W

Series 63, Series 65

Ashtabula, OH

The huntington Investment company

Ryan Wagner is a financial advisor with The Huntington Investment Company in Ashtabula, OH, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with The Huntington Investment Company since 2017, including time when the firm operated as part of Huntington National Bank, and previously worked at HHGregg. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm offers multiple wrap-fee programs through an open-architecture platform that combines third-party managers with proprietary Private Bank models.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Daniel S

Ashtabula, OH

Money Concepts Capital Corp

Daniel Sposito is a financial advisor with Money Concepts Capital Corp in Ashtabula, Ohio, holding 27 years of industry experience. He previously worked at Nationwide Advisory Services, Inc. and Nationwide Insurance Company for 24 years before joining his current firm in 2020. Outside of advising, he serves as secretary of the Redbrook Boat Club. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, including model portfolios and third-party sub-advisers, to serve approximately 14,700 clients across its enterprise of 431 advisors.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Angela B

Series 63, Series 65

Jefferson, OH

The huntington Investment company

Angela Bowman is a financial advisor at The Huntington Investment Company with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with The Huntington Investment Company since 2010, including concurrent roles at Huntington National Bank until 2017 and Ameriprise Financial Services since 2026. Outside of her advisory work, she is a cosmetics consultant and involved in managing a small farm with horse stall leasing. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party and affiliate investment strategies with various management and overlay services.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Debora S

Series 65

Ashtabula, OH

Prime Capital Financial

Debora Stranman is a financial advisor at Prime Capital Financial with 24 years of industry experience. She holds the Series 65 designation and has previously worked at NFP Retirement, Adviseme National Advisors, Independent Financial Group LLC, and Pension Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and third-party manager selection. The firm employs a range of investment strategies and offers family office services, as well as tax planning and financial administration through its affiliated accounting subsidiary.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jon G

Series 63

Jefferson, OH

LPL Financial

Jon Glink is a financial advisor with LPL Financial, holding a Series 63 designation and 17 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and Pelorus Financial Group. He is also involved in insurance services through Pelorus Financial Group LLC and as a self-employed non-variable insurance provider. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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David B

Series 63, Series 65

Madison, OH

LPL Enterprise

David Branham is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has 14 years of industry experience and has worked at firms including The Prudential Insurance Company of America, Mass Mutual Investors Services, Equitable Advisors, and Western & Southern Life. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform that combines advisory programs with brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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