Charles P. Mckenna
Professional summary
Charles Phillip Mckenna, who also goes by Charles 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 2011. Charles has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Charles Phillip Mckenna's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 22, 2017 - Present
MCKENNA CAPITAL, INC.
Office #1: 101 E. Front Street Suite 102, Wheaton, IL 60187August 23, 2016 - January 3, 2017
NATIONAL PLANNING CORPORATION
May 13, 2016 - January 3, 2017
NATIONAL PLANNING CORPORATION
May 14, 2011 - May 3, 2016
TOWER WEALTH ADVISORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/22/2017)
(2/28/2017)
Exams
Current Firm
MCKENNA CAPITAL, INC.
CRD#: 286623 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 117 |
| AUM (Assets Under Management) | $ 74,232,071 |
Red Flags
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