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Ronald F. Hannegan

Advisor at Transamerica Financial Advisors — Boise, ID

Updated today

Credentials

Series 63, Series 65

Experience

15 years

Location

Boise, ID 83713

Transamerica Financial Advisors logo

Transamerica Financial Advisors

Enterprise

Total advisors

1,122

Across 279 offices

Clients per advisor

38 Very Low

Avg AUM per client

$48,577 Very Low

HNW client ratio

3% Low

About

Ronald Hannegan is a financial advisor with Transamerica Financial Advisors in Boise, ID, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has served as vice president and board member of Teton Non-Profit Housing Corporation and an Oregon nonprofit, and he owns and manages Hannegan & Sons Inc, a residential construction business. He also occasionally refers clients to Net Law for estate planning services through a digital platform. Transamerica Financial Advisors serves individual investors, retirement plans, trusts, charities, and corporations, offering advisory and broker-dealer services including proprietary and third-party model portfolios. The firm operates as both a registered investment adviser and broker-dealer, providing discretionary and non-discretionary program options.

Client services

Based on Transamerica Financial Advisors

Portfolio management Selection of other advisers

Expertise

Based on Transamerica Financial Advisors

ESG / Sustainable investing Concentrated stock management Wealth management

Occupation focus

Based on Transamerica Financial Advisors

Founder/Business Owner

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Fee options

Percentage

$0 - $10,000: 0.65% (Transamerica ALPHA Standard Service Model) $10,001+: 0.95% (Transamerica ALPHA Premier Service Model applies 0.95% on assets above $10,000, 0.65% on assets $10,000 and below)

Commissions

Commission-based compensation for fixed insurance products through affiliated insurance agency and broker-dealer activities

Other

Minimum fee: For TFA365 Advisory Program accounts below minimum, a minimum annual account fee applies, e.g., $150 minimum annual fee (approximately $12.50 per month) Fee-only: Advisory fees charged as a percentage of assets under management in advisory programs; no commissions for advisory services

Location

See office

Boise, ID

6213 N. Cloverdale Rd., Suite 115

Boise ID 83713

Advisors at this office

2

Most active in

Idaho · Oregon

Work history

15 years of industry experience

Net Law

2024 - 2024 • 1 year

Louisville, KY

Teton Non-Profit Housing Corp, and Oregon non-profit Corp

2020 - 2022 • 2 years

Salem, OR

Transamerica Financial Advisors, Inc

2012 - Present • 14 years

Boise, ID

WFGIA

2011 - Present • 15 years

Boise, ID

Rental Properties

2004 - Present • 22 years

Dallas, OR

Hannegan Sons Inc

1976 - Present • 50 years

Dallas, OR

Disclosures

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

Business activities & affiliations

Brennain V

Series 65

Boise, ID

Hoeven Wealth

Focused on creating an organization that could provide comprehensive and integrated investment management, financial, tax and estate planning, and business advisory services. Today, Hoeven Wealth has a comprehensive network of partners to ensure continuity and consistency across your financial life. Though originally from the Netherlands, Brennain is nearly a lifelong native of the Northwest. He completed his undergraduate degrees in Accounting and Business Administration at University of Washington and postgraduate in Financial Strategy at University of Oxford, graduating with Distinction.

Wealth management Liquidity event planning Business ownership considerations Business exit / sale strategy Business succession planning Engineering Professional Established Professionals Mid-Career Professionals
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Robert C

CFP®, Series 66

Eagle, ID

Summit Wealth and Retirement Partners

Robert Cucchiaro is a CFP® certificant and Series 66 licensee with 23 years of experience in the financial industry. He is currently a financial advisor at Summit Wealth and Retirement Partners, where he has worked since 2012, and has prior experience with Lincoln Financial Advisors Corporation and Mutual Securities, Inc. In addition to his advisory role, he is involved in financial advisor coaching through Financial Advisor Field Guide and has a partial ownership in a tax services business. Summit Wealth and Retirement Partners is an SEC-registered advisory team of seven professionals managing approximately $978 million in client assets for individuals, business entities, and charitable organizations. The firm employs risk-based, diversified portfolios primarily using no-load mutual funds and ETFs, offers financial planning and pension consulting services, and is affiliated with a separate accounting practice providing tax and enrolled-agent services.

General retirement planning Charitable giving tax strategies Cash flow / budgeting Tax strategies for small businesses
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James C

Series 65

Eagle, ID

Cannon Wealth Group LLC

James Cannon is a financial advisor at Cannon Wealth Group LLC in Eagle, Idaho, with 14 years of industry experience. He holds a Series 65 designation and has led his independent firm since 2014. Cannon Wealth Group LLC is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and employer retirement plans. The firm offers tailored investment programs, comprehensive planning, and specialized pension consulting, including ERISA advisory and discretionary investment manager services.

Equity compensation tax strategy
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Ethan H

Series 66

Eagle, ID

GPWM Advisors LLC

Ethan Hadley is a financial advisor at GPWM Advisors LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Gryphon Private Wealth Management and Independent Financial Group. Outside of his advisory work, he has provided notary services in Idaho since 2006. GPWM Advisors is an independent, single-advisor firm managing approximately $28.9 million for about 45 clients. The firm serves a diverse client base including individuals, businesses, and institutional clients, offering financial planning, discretionary portfolio management, alternative investment advice, and educational seminars.

Business succession planning Executive Founder/Business Owner
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Richard B

CFP®, Series 65

Boise, ID

Table Rock Financial Planning

Richard Boss is a CFP® professional with 11 years of experience in financial advising, currently operating as the sole advisor at Table Rock Financial Planning in Boise, ID. He has been with Table Rock since 2009. Table Rock Financial Planning is an independent firm serving individuals, trusts, estates, pension plans, and businesses with fee-only financial planning, investment consultation, and discretionary investment supervisory services. The firm manages approximately $35.3 million in client assets, emphasizing a diversified, research-based investment approach that incorporates low-cost index funds and ETFs with a value tilt and selective active strategies.

General retirement planning College savings (529s, UTMA, etc.) Charitable giving & philanthropy General tax planning Passive / index investing
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Brent F

CFP®, Series 63, Series 66

Eagle, ID

Ford Investment Counsel LLC

Brent Ford is a CFP® professional with 27 years of experience in the financial industry. He is the sole advisor at Ford Investment Counsel LLC, an independent firm he founded in 2021. Prior to this, he worked at Fidelity Personal and Workplace Advisors and Strategic Advisors LLC. Outside of advisory services, he is also an independent insurance agent. Ford Investment Counsel LLC provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, as well as qualified retirement plans. The firm emphasizes ERISA plan consulting and 3(38) fiduciary services, employing a mix of strategies tailored to clients’ goals, time horizons, and risk tolerances.

College savings (529s, UTMA, etc.) Retirement income strategy Debt management Cash flow / budgeting Options & derivatives strategies
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