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Marc Hanneman

Advisor at OSAIC Institutions, INC.

Updated today

Location

Austinburg, OH 44010

Credentials

Series 63

Industry experience

27 years

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

1853 State Route 45

Austinburg, OH 44010

Most active in

Ohio

Work history

Infinex Investments, Inc.

2009 - Present (17 years)

Andover Bank

2009 - Present (17 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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ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting
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Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Series 63, Series 66

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Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Series 66

Madison, OH

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Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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