William Todd Henehan

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1997 → Present
  Royal Alliance Associates, Inc.
  Hillard, OH

Previous Registrations

• 2013-05-01 → 2022-02-17
  Osaic Wealth, Inc.
  Dublin, OH
  Hillard, OH
  Dublin, OH

Other Businesses

1-HENEHAN FINANCIAL LLC, INVESTMENT RELATED, 4094 MAIN STREET, SUITE 104 HILLIARD, OH 43026, STATUTORY AGENT, START DATE: JAN 1, 1997, 10 HRS MONTH, 2 HRS MONTH DURING SECURITIES TRADING HRS, SELL LTC AND TERM INSURANCE AND FIXED ANNUITIES. 2-HENEHAN FINANCIAL GROUP (DBA) POSITION: CEO NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 10 START DATE: 01/06/2011 ADDRESS: 6077 Frantz Rd, Ste 101, Dublin OH 43017, United States DESCRIPTION: DBA, Insurance Sales REAL ESTATE PURCHASE Sell for investment, Is Not Investment Related, Real Estate, Owner, 2023-04-10, 0 hours per month, 0 hours per month during trading hours, Other Compensation, Purchase/Renovate/Resell Real Estate - for private investment

Exams

• S66 Uniform Combined State Law Examination
  2013-04-04
• S63 Uniform Securities Agent State Law Examination
  1988-06-23

Other Names

• William Todd Hennehan