Kristin McKenna, financial advisor Needham MA

Kristin McKenna

CRD Number: 6405372
Current Firm: Darrow Wealth Management

Kristin McKenna (CRD# 6405372) is an Investment Advisor Representative working at Darrow Wealth Management in Needham, MA and has over 9 years of experience in the finance industry. Kristin 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
The Darrow Company, Inc. Boston, MA Oct 2014 - Current 9
Deloitte Consulting LLP Boston, MA Jul 2012 - Sep 2014 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Kristin B. McKenna
Phone Number: 978-369-5144
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    204
    MILLIONS
  • Total Number of Accounts
    391
    ACCOUNTS
  • Average Account Value
    $520,812
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, FL, MA, ME, NH, NJ, TX

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