Mckenna Sheldon, financial advisor Redmond WA

Mckenna Sheldon

CRD Number: 7072453
Current Firm: Private Advisory Group LLC

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.

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Professional Designations
Company Name Location Dates Years
Private Advisory Group LLC Draper, UT Jun 2021 - Current 3
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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Mckenna P. Sheldon
Phone Number: 425-498-2320
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    900
    MILLIONS
  • Total Number of Accounts
    1,818
    ACCOUNTS
  • Average Account Value
    $495,315
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CO, FL, ID, NE, OR, TX, UT, WA

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