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Brian Donald Mckenna

BENNINGTON FINANCIAL PLANNING GROUP·BENNINGTON, Vermont
SIE, Series 4, Series 7, Series 24, Series 28, Series 63, Series 66, Series 99TOCFPClean record19 years registeredBENNINGTON 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 · 19 years registered
Brand Profile
Not yet started
01

Career History

BENNINGTON FINANCIAL PLANNING GROUP
Nov 2010 – present
D. B. MCKENNA & CO., INC.
Feb 2007 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 28
Series 63
Series 66
Series 99TO
Registration record
First registered · February 7, 2007
Years registered · 19
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BENNINGTON FINANCIAL PLANNING GROUP
CRD 116302 · SEC 801-118801
AUM
$184M
Regulatory assets under management
Employees
3
642 client accounts
Services offered by BENNINGTON FINANCIAL PLANNING GROUP
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BENNINGTON FINANCIAL PLANNING GROUP →
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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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
CFP
Michael Sean Mckenna
BENNINGTON, VT

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Vermont
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Research
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