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Amy Kathleen Henegan

Bahl & Gaynor Inc.

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About Amy Kathleen Henegan

Amy Henegan is a registered representative with Bahl & Gaynor Inc. Amy is a registered investment advisor representative in New Jersey and New York. Amy has been in the industry since March 31, 2015. Amy previously worked at Advisors Asset Management, Inc. in Princeton, NJ.

Firm Information

Amy Henegan is currently registered with Bahl & Gaynor Inc.. Bahl & Gaynor Inc. is a Cincinnati, OH-based investment advisor with over $20 billion in regulatory assets under management. The firm provides a range of services, including financial planning, portfolio management for individuals and businesses, educational seminars, and publication of periodicals. Bahl & Gaynor caters to a diverse client base including high-net-worth individuals, charitable organizations, corporations, investment companies, and insurance companies. The firm also participates in wrap fee programs.
Bahl & Gaynor Inc.

255 EAST FIFTH STREET

CINCINNATI, OH 45202

$20.23B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amy Henegan’s Registration & Firm History

NJ

02/28/2024 - Present

Bahl & Gaynor Inc. (Princeton NJ)

NJ

12/08/2014 - 06/30/2023

ADVISORS ASSET MANAGEMENT, INC. (PRINCETON NJ)

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Licenses & Designations

BOTH

Issued 12/12/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amy Kathleen Henegan.
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