Mckenna Stephens, financial advisor San Diego CA

Mckenna Stephens

CRD Number: 4661081
Current Firm: Securian Financial Services, Inc.

Mckenna Stephens (CRD# 4661081) is an Investment Advisor Representative working at Securian Financial Services, Inc. in San Diego, CA and has over 17 years of experience in the finance industry. Mckenna Stephens 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
North Star Consultants, Inc & North Star Brokerage, Inc. Phoenix, AZ Jan 2005 - Current 15
Minnesota Life Ins Co St Paul, MN Jul 2004 - Current 16
Cri Securities, LLC St Paul, MN Jul 2004 - Current 16
Securian Financial Services, Inc. St Paul, MN Jul 2004 - Current 16
Black,gould & Associates Phoenix, AZ Jul 2003 - Current 17
North Star Consultant, Inc. Phoenix, AZ Jul 2004 - Jul 2011 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2003
S65 NASAA Investment Advisors Law Examination Apr 2005
Contact Info for Mckenna L. Stephens
Phone Number: 651-665-6669
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    12,355
    MILLIONS
  • Total Number of Accounts
    43,272
    ACCOUNTS
  • Average Account Value
    $285,525
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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