Lakhaun Mckinley
MNM VESTED
HOUSTON, TX 77084
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CRD#: 5109328
Professional summary
Lakhaun Mckinley, CFP® is a registered financial advisor currently at MNM VESTED, LLC located in Houston, Texas.
Lakhaun is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Lakhaun has worked at 3 firms .
Core Areas of Focus
Business Owners
Cash Flow/Budgets/Credit Issues
Estate & Generational Planning Issues
Generation X
Investment Advice without Ongoing Management
Tax Planning
Biography
I am L. McKinley, a certified financial planner and owner of MNM Vested, LLC. I love to help people set and reach goals. Life goals, career goals, business goals, legacy goals.
I am an effective and useful resource partner with a wealth of experience in financial planning, income tax and small business consulting ready to team with you and help you define and pursue financial independence.
I will help you identify and add greater detail to goals that you want to accomplish and, together, we begin the process of pursuing your goals.
Question & Answer
What are your service offerings?
Retirement Planning
Tax Planning
Investment Planning
Insurance Planning
Comprehensive Financial Planni...
Estate Planning
Employee and Employer Plan Ben...
Education Planning
Budgeting
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Lakhaun Mckinley's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2000
Experience
Current
August 28, 2009 - Present
MNM VESTED, LLC
Office #1: 16420 Park Ten Pl Ste 220, Houston, TX 77084RIA
CRD#: 151350
HOUSTON, TX
Past
June 24, 2021 - May 1, 2026
ORIGIN INVESTMENT ADVISORY LLC
RIA
CRD#: 305353
KATY, TX
Past
May 22, 2006 - August 27, 2009
NORTHERN FINANCIAL ADVISORS, INC
RIA
CRD#: 121088
BLOOMFIELD HILLS, MI
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(10/8/2010)
IAR
Texas(4/8/2019)
Exams
Current Firm
MV
MNM VESTED, LLC
BERKLIN CENTS, LLC | MNM VESTED, LLC | LM TAX & FINANCIAL, A DIVISION OF BERKLIN CENTS, LLC | LM TAX & FINANCIAL | LAKHAUN MCKINLEY
CRD#: 151350 / SEC#:
Illinois
Registered Investment Advisory firm - (11/11/2014 Terminated)Michigan
Registered Investment Advisory firm - (9/29/2009 Approved)Texas
Registered Investment Advisory firm - (4/8/2019 Approved)PREMIUM
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Contact information
Main Address
16420 Park Ten Pl Ste 220, Houston, TX 77084
Mailing Address
Phone number
(281) 582-0228
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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