Brian
Mckenna

Bennington Financial Planning Group

CRD#5250645
Investment Advisor
in Bennington, VT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Brian Mckenna is a financial advisor based in Bennington, Vermont, working with Bennington Financial Planning Group. Brian has previously held positions at D.B. Mckenna & Co., Inc and Bennington Financial Planning Group. Brian has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida, Maine, Massachusetts, New Hampshire, New York, and Vermont. Currently, Brian is part of Bennington Financial Planning Group, which operates out of Bennington, Vermont. The firm has 3 employees and manages assets totaling $183.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Bennington Financial Planning Group includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

207 West Main Street
Bennington, VT 05201

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Bennington Financial Planning Group Brokerage Details

Total Assets Under Management

$183,736,565

VT Average: $4,257,716,217
Total Number of Employees

3

VT Average: 30
Total Number of Accounts

642

VT Average: 868
Average Account Size

$286,194

VT Average: $4,905,203

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Brian Mckenna Work History

2010 - Present (14 years)

Bennington Financial Planning Group

2006 - Present (18 years)

D.B. Mckenna & Co., Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Brian 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 Bennington Financial Planning Group

Brian Mckenna
Bennington, VT
Michael Mckenna
Bennington, VT
Donald Mckenna
Bennington, VT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started