Michael Carleton Mchenry
CFP®Professional Summary
Michael Carleton Mchenry, CFP®, who also goes by Michael C Mchenry, is a registered financial advisor currently at MCHENRY CAPITAL, L.L.C. located in Leavenworth, Washington. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Michael has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Financial Planning
- Risk Management & Insurance
- Estate & Legacy Planning
- Cashflow & Budgeting
- Investment Management
- Health Care & Long-Term Care Planning
- Social Security & Medicare Planning
- Tax Planning
- Business Services
- Retirement Planning
- Education Funding
Specializations
Biography
Please visit www.mchenrycapital.com for more information.
Other Aliases
Michael C Mchenry
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IMPACT INVESTORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EQUITABLE ADVISORS, LLC
PNC WEALTH MANAGEMENT LLC
Videos & Posts
This advisor has not added any videos or posts yet.
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IMPACT INVESTORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EQUITABLE ADVISORS, LLC
PNC WEALTH MANAGEMENT LLC
Contact Information
Direct
(xxx) xxx-xxxx
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IMPACT INVESTORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EQUITABLE ADVISORS, LLC
PNC WEALTH MANAGEMENT LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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IMPACT INVESTORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EQUITABLE ADVISORS, LLC
PNC WEALTH MANAGEMENT LLC
Credentials
Years of Experience
28 years in the financial services industry
Current & Past Employments
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IMPACT INVESTORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EQUITABLE ADVISORS, LLC
PNC WEALTH MANAGEMENT LLC
Current Firm
MCHENRY CAPITAL, L.L.C | MCHENRY CAPITAL, L.L.C.
Contact Information
Main Address
11779 Hwy 2 Suite 106, Leavenworth, WA 98826Phone Number
(888) 968-9815# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
87AUM (Assets Under Management)
$30,536,983Similar Advisors
IMPACT INVESTORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EQUITABLE ADVISORS, LLC
PNC WEALTH MANAGEMENT LLC
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
IMPACT INVESTORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EQUITABLE ADVISORS, LLC
PNC WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
(9/28/2005)
(2/19/2020)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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IMPACT INVESTORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EQUITABLE ADVISORS, LLC
PNC WEALTH MANAGEMENT LLC
CRS (Client Relationship Summary) - RIA
Click below to view Michael Carleton Mchenry's CRS (Customer Relationship Summary).
Services Offered by Michael
- Financial Planning
- Risk Management & Insurance
- Estate & Legacy Planning
- Cashflow & Budgeting
- Investment Management
- Health Care & Long-Term Care Planning
- Social Security & Medicare Planning
- Tax Planning
- Business Services
- Retirement Planning
- Education Funding
Similar Advisors
IMPACT INVESTORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EQUITABLE ADVISORS, LLC
PNC WEALTH MANAGEMENT LLC
