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Brian Donald Mckenna

BENNINGTON FINANCIAL PLANNING GROUP·BENNINGTON, Vermont
Clean recordBENNINGTON FINANCIAL PLANNING GROUP
207 WEST MAIN STREET, BENNINGTON, VT 05201CRD# 5250645Firm CRD# 116302

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Donald Mckenna · BENNINGTON, VT
Registration
CRD #5250645 · BENNINGTON FINANCIAL PLANNING GROUP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brian Donald Mckenna is a registered financial advisor based in BENNINGTON, Vermont, affiliated with BENNINGTON FINANCIAL PLANNING GROUP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BENNINGTON FINANCIAL PLANNING GROUP
BENNINGTON FINANCIAL PLANNING GROUP
AUM
$184M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BENNINGTON FINANCIAL PLANNING GROUP →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5250645
Firm CRD# 116302
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Donald Mckenna offer?
Brian Donald Mckenna specializes in Financial Planning, Investment Management. Contact their office in BENNINGTON, Vermont for a consultation.
What are Brian Donald Mckenna's credentials?
Brian Donald Mckenna is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Donald Mckenna located?
Brian Donald Mckenna is based in BENNINGTON, Vermont, working with BENNINGTON FINANCIAL PLANNING GROUP. Their office serves clients in the BENNINGTON metropolitan area and surrounding communities.
How does Brian Donald Mckenna charge for services?
Brian Donald Mckenna's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BENNINGTON FINANCIAL PLANNING GROUP?
BENNINGTON FINANCIAL PLANNING GROUP has approximately 3 employees and manages $184M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BENNINGTON FINANCIAL PLANNING GROUP

Donald Brian Mckenna
BENNINGTON, VT
Michael Sean Mckenna
BENNINGTON, VT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Vermont
BURLINGTON (61)MONTPELIER (49)SOUTH BURLINGTON (17)MANCHESTER (17)BRATTLEBORO (13)SHELBURNE (11)NORWICH (9)WILLISTON (8)STOWE (5)WHITE RIVER JUNCTION (4)
City Guides
BURLINGTON GuideMONTPELIER GuideSOUTH BURLINGTON GuideMANCHESTER GuideBRATTLEBORO Guide
Research
Advisor Fees in VermontNational Fee Analysis
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