Michael McKenna, financial advisor Bennington VT

Michael McKenna

CRD Number: 2515866
Current Firm: Bennington Financial Planning Group

Michael McKenna (CRD# 2515866) is an Investment Advisor Representative working at Bennington Financial Planning Group in Bennington, VT and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Bennington Financial Planning Group Bennington, VT Mar 1995 - Current 29
D. B. Mckenna & Company, Inc. Bennington, VT Jul 1994 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1994
Contact Info for Michael S. McKenna
Phone Number: 802-447-1530
Registered State(s):
  • FL
  • NY
  • VT
By the Numbers
  • Total Assets Under Management
    150
    MILLIONS
  • Total Number of Accounts
    602
    ACCOUNTS
  • Average Account Value
    $249,247
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, MA, ME, NH, NY, VT

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