Marcus Hans Hafner

Employer firm

Mcnally Financial Services Corporation CRD 121196

$27.8M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2015 → 12/2016
  Golfsmith International
  Austin, TX
• 12/2016 → 05/2017
  Unemployed
  Austin, TX
• 05/2017 → 09/2019
  Axa Advisors, Llc
  New York, NY
• 10/2019 → Present
  Mcnally Financial Services Cororation
  San Antonio, TX

Previous Registrations

• 2017-09-12 → 2019-09-20
  Equitable Advisors, Llc
  Georgetown, TX
  Austin, TX
  Austin, TX

Other Businesses

NBG Home - Corporate Finance Contractor - financial modeling and forecasting - non-investment related - 12303 Technology Blvd, Suite 950, Austin Texas 78727 - Start date 1/2/2024 - Approx 20-25 hours a month - during trading hours. Two Seven Investments LLC - Family owned real estate business. Managing member. Non-investment related. Start date December 3, 2020. Few hours a month during non-trading hours. Manage operations, including financials and tenant communications. LMC Landscape Partners - Contractor - Update and improve cashflow models, work with accounting and finance departments to build KPI reporting, and help with ERP implementation for KPI and cashflow management. Non-investment related.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-30

Other Names

• Marcus Hafner
• Marcus Hans Hafner
• Marcus Haas Hafner