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Miriam Mckenna Whiteley

Miriam M. Whiteley

LIFECRAFT FINANCIAL PLANNING
EUGENE, OR 97504
Some features on this profile are disabled
CRD#: 6603688
Miriam Mckenna Whiteley

Professional summary

Miriam Mckenna Whiteley, CFP®, who also goes by Miriam Mckenna Bush, Miriam Grace Mckenna, Miriam Grace Whiteley, is a registered financial advisor currently at LIFECRAFT FINANCIAL PLANNING, LLC located in Eugene, Oregon.

Miriam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Miriam has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

What are your service offerings?
Retirement Planning
Elder Care
Life Transitions
Do you have an area of expertise or specialization?
Baby Boomers
Estate & Generational Planning...
Fixed Fee (Subscription, Retai...
Investment Advice with Ongoing...
Silent Generation
Women's Financial Planning Iss...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Miriam Mckenna Bush | Miriam Grace Mckenna | Miriam Grace Whiteley

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Miriam Mckenna Whiteley'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®

Certified Financial Planner

Start date: 2017

Experience

Current

May 10, 2021 - Present

LIFECRAFT FINANCIAL PLANNING, LLC

Office #1: 4325 Commerce Street Suite 111-411, Eugene, OR 97504
RIA
CRD#: 312631
EUGENE, OR
Past

February 26, 2016 - January 13, 2021

ROEHL & YI INVESTMENT ADVISORS, LLC

RIA
CRD#: 109258
EUGENE, OR

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
Oregon
(5/10/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/26/2016
Uniform Investment Adviser Law Examination

Current Firm

LIFECRAFT FINANCIAL PLANNING, LLC
LIFECRAFT FINANCIAL PLANNING, LLC
LIFECRAFT FINANCIAL PLANNING, LLC

CRD#: 312631 / SEC#:

Oregon
Registered Investment Advisory firm - (5/7/2021 Approved)
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Contact information

Main Address
4325 Commerce St Ste 111-411, Eugene, OR 97402
Mailing Address
Phone number
(949) 287-1621
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts87
AUM (Assets Under Management)$ 52,712,824

Red Flags

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.

Company Information

LIFECRAFT FINANCIAL PLANNING, LLC

LIFECRAFT FINANCIAL PLANNING, LLC

CRD#: 312631Eugene, OR 97504

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Contact information

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