Arthur Herbert Mcgonigal

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/1998 → Present
  #Ia Sagemark Consulting, Inc.
  Mclean, VA
• 06/1998 → 01/2025
  Lincoln Financial Advisors Corporation
  Vienna, VA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Vienna, VA

Previous Registrations

• 2000-05-09 → 2025-01-24
  Osaic Fa, Inc.
  Vienna, VA
  Vienna, VA

Other Businesses

1) ARTHUR MCGONIGAL, 8219 LEESBURG PIKE, SUITE 200 VIENNA, VA 22182 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS ACCIDENT/HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES AND TRADITIONAL LIFE INSURANCE PRODUCTS START DATE: 7/2011 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 2) ARTHUR MCGONIGAL, 8219 LEESBURG PIKE; SUITE 200, VIENNA, VA 22182 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING LIFE SETTLEMENTS START DATE: 1/2012 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 3) EWING MAC, LLC & EWING MAC, LP, 121 LEECH ROAD GREENVILLE, PA 16125 CATEGORY: OTHER INVESTMENT-RELATED: NO TITLE: RANCHING/FARMING DUTIES: NEGOTIATE LEASES WITH THE OIL AND GAS COMPANIES THAT WILL DRILL FOR THE MINERAL RIGHTS. START DATE: 2/2013 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0 4) AHM FINANCIAL PLANNING, LLC, 8219 LEESBURG PIKE, STE 200, VIENNA VA CATEGORY: LEGAL ENTITY/LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: ENTITY CREATED TO HIRE EMPLOYEES, PAY BUSINESS EXPENSES, AND LIABILITY PROTECTION START DATE: 01/2023 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 5) HERITAGE FINANCIAL CONSULTANTS, LLC POSITION: Agent/FP NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2025 ADDRESS: 307 International Circle, Suite 390, hunt valley MD 21030, United States DESCRIPTION: APG Payout w Heritage Financial Consultants, LLC 6) EWING MAC, LLC & EWING MAC, LP POSITION: Treasurer NATURE: Lease and receive payments for the mineral rights we own. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2013 ADDRESS: 23042 Munsun Place, Leesburg VA 20175, United States DESCRIPTION: Perhaps negotiate leases with the oil and gas companies that will drill for the mineral rights. Everything else is passive income from mineral rights. Current income is zero. This is a family owned asset.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-06-02
• S63 Uniform Securities Agent State Law Examination
  1984-01-27

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Arthur H Mcgonigal