John
Mckenna

Nfp Retirement Inc

CRD#5679787
Investment Advisor
in Midlothian, VA

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About this Advisor

John Mckenna is a financial advisor based in Midlothian, Virginia, working with Nfp Retirement Inc. John has previously held positions at Milestone Financial Solutions, The Pendleton Corporation Dba Vero Financial Group, The Leaders Group, Inc, Acg Advisory Services Inc, and Nfp Retirement Inc. John has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, John is part of Nfp Retirement Inc, which operates out of Midlothian, Virginia. The firm has 26 offices and 219 employees. The firm manages assets totaling $96.5 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Nfp Retirement Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1640 Huguenot Road
Midlothian, VA 23113

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Nfp Retirement Inc Brokerage Details

Total Assets Under Management

$96,454,495,427

VA Average: $7,578,581,321
Total Number of Employees

219

VA Average: 43
Total Number of Accounts

5,514

VA Average: 3,727
Average Account Size

$17,492,654

VA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

John Mckenna Work History

2023 - Present (1 year)

Nfp Retirement Inc

2021 - 2023 (2 years)

Acg Advisory Services Inc

2020 - 2021 (1 year)

The Leaders Group, Inc

2018 - 2021 (3 years)

Milestone Financial Solutions

2009 - 2017 (8 years)

The Pendleton Corporation Dba Vero Financial Group

Disclosures

Please visit the SEC profile of John 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 Nfp Retirement Inc

Nicholas Walker
Aliso Viejo, CA
Timothy Archard
Aliso Viejo, CA
Steven Festler
Aliso Viejo, CA
Faron Miller
Aliso Viejo, CA
Daniel Bystrom
Aliso Viejo, CA
Sarah Hodian
Aliso Viejo, CA
Geoffrey Keeling
Aliso Viejo, CA
Kristen Echols
Denver, CO

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.

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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.

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