John Heneghan, financial advisor Aurora IL

John Heneghan

CRD Number: 4947335
Current Firm: Servant Financial, Ltd.

John Heneghan (CRD# 4947335) is an Investment Advisor Representative working at Servant Financial, Ltd. in Aurora, IL and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Servant Financial, Ltd. Aurora, IL Mar 2004 - Current 20
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2004
Contact Info for John S. Heneghan
Phone Number: 630-264-0127
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    104
    MILLIONS
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $1,270,222
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

IL

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