Charles Mckenna
Advisor at McKenna Capital, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at McKenna Capital, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Wheaton, IL 60187
Credentials
Series 63, Series 65
Industry experience
8 years
Charles McKenna is a financial advisor at McKenna Capital, Inc. with eight years of industry experience. He holds Series 63 and Series 65 credentials and has operated as a sole proprietor since 2009. Outside of his advisory work, McKenna serves as a director at Wheaton Bank and Trust and Penske Motor Group, and he owns a business services company. McKenna Capital is a small advisory firm serving individual and high-net-worth clients, as well as select institutional accounts, offering portfolio management and standalone financial planning. The firm employs a combination of charting, fundamental and technical analysis, and uses a range of investment vehicles including mutual funds, ETFs, equities, and fixed income to construct portfolios tailored to documented client risk tolerances.
Fixed fees between $500 and $10,000 for financial planning services
Between 0.50% and 2.00% annually
Between $250 and $500 per hour for financial planning services
Fee-only: Fixed fees between $500 and $10,000 for financial planning; hourly fees between $250 and $500 per hour for financial planning
101 E. Front Street, Suite 102
Wheaton, IL 60187
Illinois
McKenna Capital, Inc.
2017 - Present (9 years)
Charles B. McKenna, Sole Proprietor
2009 - Present (17 years)
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