Lakhaun Mckinley
MNM VESTED
HOUSTON, TX 77084
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CRD#: 5109328
Lakhaun MckinleyMNM VESTED
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 .
At a Glance
Always Fiduciary
Min. Asset: Under $50K
Serves: Business Owners & Entrepreneurs
Services Offered
Retirement Planning
Tax Planning
Investment Management
Risk Management & Insurance
Financial Planning
Estate & Legacy Planning
Business Services
Education Funding
Cashflow & Budgeting
Specializations
Generation X
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.
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.
CURRENTLY THE SINGLE MEMBER OF MNM VESTED, LLC LOCATED AT 25722 KINGSLAND BLVD, STE 113A IN KATY, TX 77494. MNM VESTED, LLC FORMED IN GRAND RAPIDS, MI ON 10/01/15, ALSO PROVIDES NON INVESTMENT-RELATED SERVICES TO SMALL BUSINESSES AND RENTAL PROPERTY OWNERS INCLUDING BACKGROUND CHECKS AND PRE-EMPLOYMENT SCREENING. LAKHAUN MCKINLEY IS ALSO OWNER OF THE WEBSITE WWW.THEMEPARKJOY.COM - AN AMAZON AFFILIATE RETAIL SITE FOR DISNEY MERCHANDISE. THEMEPARKJOY.COM IS NOT INVESTMENT RELATED. THE DUTIES FOR THEMEPARKJOY.COM CONSIST OF MONITORING VISITOR TRAFFIC TO THE SITE VIA TRACKING PROGRAMS SUCH AS GOOGLE ADSENSE. THE TOTAL HOURS DEVOTED TO OTHER BUSINESS TOTAL 10 HRS/WEEK AND ZERO HOURS DURING SECURITIES TRADING HOURS. LAKHAUN MCKINLEY ALSO WORKS AS AN ON DEMAND EMPLOYEE FOR ZEIDERS ENTERPRISES PROVIDING FINANCIAL COUNSELING SERVICES TO MILITARY SERVICE MEMBERS. MNM Vested, LLC; Investment-Related; Katy, Texas; Investment Adviser; Investment Adviser Representative; August 2009; Approx. 150 hours/month; Approx. 150 hours/month during trading hours; Provide investment advice and/or financial planning.
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)Loading...
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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