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Zachary Henegan

Advisor at OSAIC

Updated today

Location

Greenville, PA 16125

Credentials

Series 66

Industry experience

8 years

About

Zachary Henegan is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance Associates since 2017, alongside operating Henegan Financial Services since 2016. Prior to his advisory career, he was employed by the Pennsylvania State Department of Conservation and Natural Resources from 2013 to 2016. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools, multiple custodial platforms, and a large network of financial advisors.

Client services

Based on OSAIC

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

Expertise

Based on OSAIC

Annuities

Occupation focus

Based on OSAIC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.

Percentage

$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program

Commissions

Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.

Project-based

$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.

Other

Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.

Location

320 Main Street

Greenville, PA 16125

Most active in

Pennsylvania

Work history

Royal Alliance Associates

2017 - Present (9 years)

Henegan Financial Services

2016 - Present (10 years)

Pennsylvania State DCNR

2013 - 2016 (3 years)

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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