Jeff
Mckenna
Western Wealth Management LLC
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About this Advisor
Jeff Mckenna is a financial advisor based in Saint George, Utah, working with Western Wealth Management LLC. Jeff has previously held positions at Barney, Mckenna, & Olmstead, Pc, Lpl Financial, and Western Wealth Management. Jeff has passed the Series 65 regulatory exam and is registered to provide services in Nevada and Utah. Currently, Jeff is part of Western Wealth Management LLC, which operates out of Saint George, Utah. The firm has 40 offices and 112 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Western Wealth Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Western Wealth Management LLC Brokerage Details
$3,250,103,126
112
13,833
$234,953
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jeff Mckenna Work History
Western Wealth Management
Barney, Mckenna, & Olmstead, Pc
Lpl Financial
Disclosures
Please visit the SEC profile of Jeff Mckenna to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Western Wealth Management LLC
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Englewood, CO
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