Mckenna Sheldon (CRD# 7072453) is an Investment Advisor Representative working at Private Advisory Group LLC in Redmond, WA and has over 4 years of experience in the finance industry. Mckenna Sheldon 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.
CRD# 6886032
Capital Partners Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Advisory Group LLC | Draper, UT | Jun 2021 - Current | 2 |
| Mountain America Credit Union | So. Ogden, UT | Apr 2016 - Jul 2021 | 5 |
| Lpl Financial, LLC | So. Ogden, UT | Feb 2019 - Jun 2021 | 2 |
| Aa Callisters | Taylorsville, UT | Nov 2015 - Apr 2016 | < 1 |
| Rocky Mountain Outfitters | Midway, UT | Apr 2015 - Nov 2015 | < 1 |
| Supersonic Car Wash | Murray, UT | Oct 2012 - Apr 2015 | 2 |
| Utah County Academy Of Sciences | Orem, UT | Aug 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- UT
-
Total Assets Under Management900MILLIONS
-
Total Number of Accounts1,818ACCOUNTS
-
Average Account Value$495,315
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, ID, NE, OR, TX, UT, WA
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