Jan Zenner
Jan Zenner is a ChFC-designated registered investment advisor at Mcnally Financial Services Corporation, based in San Antonio, TX, with 47 years of industry experience. Jan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 142 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management services are offered as a percentage of the assets managed. The annual fee is in addition to brokerage commissions, transaction fees, and other related costs. The annual fee is charged quarterly, in advance, based on the market value of the assets managed on the last day of the previous quarter. McNally Financial may negotiate lesser management fees based on certain criteria.
Location
16414 San Pedro, Suite 930, San Antonio, TX, 78232
Get directionsHistory
Regulatory History (6)
Financial
February 2022Financial
June 2021Regulatory
January 2013Customer Dispute
March 2012Customer Dispute
February 2012Employment Separation After Allegations
November 2011Other Business ActivitiesSells Insurance
Jan manages rental properties for a friend, breeds and sells goats, performs as a lead singer in a band, and participates in a saloon girl group. Jan also sells life insurance, disability insurance, and fixed annuities, and provides college financial planning services.
Employment History
Current Registrations
Mcnally Financial Services Corporation
Mcnally Financial Services CorporationBroker
Mcnally Financial Services Corporation
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
Transamerica Securities Sales CorporationBroker
Financial Planners Equity CorporationBroker
Nel Equity Services CorporationBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.