Bennington Financial Planning Group

Bennington Financial Planning Group (CRD# 116302) is a financial advisory firm headquartered in Bennington, VT. They manage $183,736,565 in 642 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
207 West Main Street, Bennington, VT 05201
By the Numbers
  • Total Assets Under Management
    184
    MILLION
  • Total Number of Accounts
    642
    ACCOUNTS
  • Average Account Value
    $286,194
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
The map below shows states where this firm has explicit registration only.

FL, MA, ME, NH, NY, VT

Financial Advisors at Bennington Financial Planning Group
Showing 1 - 3 of 3 top financial advisors.
1
Brian McKenna, financial advisor Bennington VT
Brian D. McKenna
CRD#: 5250645
207 West Main Street, Bennington, VT 05201

Brian McKenna (CRD# 5250645) is an Investment Advisor Representative working at Bennington Financial Planning Group in Bennington, VT and has over 17 years of experience in the finance industry.

2
Donald McKenna, financial advisor Bennington VT
Donald B. McKenna
CRD#: 1038606
207 West Main Street, Bennington, VT 05201

Donald McKenna (CRD# 1038606) is an Investment Advisor Representative working at Bennington Financial Planning Group in Bennington, VT and has over 37 years of experience in the finance industry.

3
Michael McKenna, financial advisor Bennington VT
Michael S. McKenna
CRD#: 2515866
207 West Main Street, Bennington, VT 05201

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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