Donald McKenna, financial advisor Bennington VT

Donald McKenna

CRD Number: 1038606
Current Firm: Bennington Financial Planning Group

Donald McKenna (CRD# 1038606) is an Investment Advisor Representative working at Bennington Financial Planning Group in Bennington, VT and has over 35 years of experience in the finance industry. Donald McKenna has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Bennington Financial Planning Group Bennington, VT Mar 1995 - Current 27
D. B. Mckenna & Company, Inc. Bennington, VT Mar 1982 - Current 40
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1986
Contact Info for Donald B. McKenna
Phone Number: 802-447-1530
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
    170
    MILLIONS
  • Total Number of Accounts
    584
    ACCOUNTS
  • Average Account Value
    $291,061
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, NY, VT

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