Charles Beaupre Mckenna
Professional Summary
Charles Beaupre Mckenna, who also goes by Charlie Mckenna, Chuck Mckenna, is a registered financial advisor currently at MCKENNA CAPITAL, INC. located in Wheaton, Illinois. Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Charles has worked at 2 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Charlie Mckenna, Chuck Mckenna
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
23 years in the financial services industry
Current & Past Employments
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Current Firm
MCKENNA CAPITAL, INC.
Contact Information
Main Address
101 E. Front Street Suite 102, Wheaton, IL 60187Phone Number
(312) 505-0091# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
125AUM (Assets Under Management)
$83,397,613Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(5/8/2017)
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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CRS (Client Relationship Summary) - RIA
Click below to view Charles Beaupre Mckenna's CRS (Customer Relationship Summary).
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