Mckenna A. Dehn

THE SUM

The Woodlands, TX 77381

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CRD#: 7647056

Professional summary

Mckenna Alexandra Dehn, who also goes by Mckenna Dehn, Mckenna Alexandra Masters, Mckenna Masters, is a registered financial advisor currently at THE SUM located in The Woodlands, Texas.

Mckenna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Mckenna has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mckenna Dehn | Mckenna Alexandra Masters | Mckenna Masters

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 Mckenna Alexandra Dehn's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 4, 2026 - Present

THE SUM

Office #1: 4526 Research Forest Dr. Suite 240, The Woodlands, TX 77381

RIA

CRD#: 297658

The Woodlands, TX

Past

March 31, 2025 - January 14, 2026

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

MAGNOLIA, TX

Past

March 15, 2024 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

HOUSTON, TX

Past

April 6, 2023 - January 14, 2026

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE SUM

THE PLANNING PROJECT LLC | THE SUM

CRD#: 297658 / SEC#: 801-122376

RIA

Registered Investment Advisory firm - (9/23/2021 Approved)

Texas

Registered Investment Advisory firm - (10/4/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(2/4/2026)

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

State Security Law Exam

IAR

Series 66

Date: 12/18/2023

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/7/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/6/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/30/2023

Securities Industry Essentials Examination

Current Firm

THE SUM

THE PLANNING PROJECT LLC | THE SUM

CRD#: 297658 / SEC#: 801-122376

RIA

Registered Investment Advisory firm - (9/23/2021 Approved)

Texas

Registered Investment Advisory firm - (10/4/2021 Terminated)

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Contact information

Main Address

4526 Research Forest Dr. Suite 240, The Woodlands, TX 77381

Mailing Address

Phone number

(281) 940-4859

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/24/2026)

Regulatory assets under management

Total Number of Accounts	949
AUM (Assets Under Management)	$ 551,358,564

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.

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Mckenna A. Dehn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mckenna Alexandra Dehn's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

THE SUM

State Registrations and Notice Filings

Exams

Series 66

Date: 12/18/2023

Series 63

Date: 5/7/2023

Series 7TO

Date: 4/6/2023

SIE

Date: 1/30/2023

Current Firm

THE SUM

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE SUM

TRUST BUT VERIFY

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