Charles Beaupre Mckenna

Employer firm

Mckenna Capital, Inc. CRD 286623

$83.4M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → Present
  Mckenna Capital, Inc
  Wheaton, IL
• 04/2009 → Present
  Charles B. Mckenna, Sole Proprietor
  Wheaton, IL

Other Businesses

CHARLES B. MCKENNA, SOLE PROPRIETOR, NOT INVESTMENT-RELATED, ADDRESS: 25W575 PICCADILLY RD, WHEATON, IL 60189, BUSINESS SERVICES, TITLE: OWNER 4/2000-PRESENT, NUMBER OF HRS DEVOTED TO OTHER BUSINESS; 15 HRS MONTHLY; WHEATON BANK AND TRUST, NOT INVESTMENT-RELATED, ADDRESS: 100 N WHEATON AVE, WHEATON, IL 60187, COMMUNITY BANK, TITLE: DIRECTOR 6/2009-PRESENT, NUMBER OF HRS DEVOTED TO OTHER BUSINESS: 5 HRS MONTHLY, NUMBER OF HRS DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS: 0 HRS; PENSKE MOTOR GROUP, NOT INVESTMENT-RELATED, ADDRESS: 3534 N. PECK RD, EL MONTE, CA 91731, AUTO DEALERSHIPS, TITLE: DIRECTOR 4/2012-PRESENT, NUMBER OF HRS DEVOTED TO OTHER BUSINESS: 5 HRS MONTHLY, NUMBER OF HRS DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING: 0 HRS MONTHLY; JVA PARTNERS, INVESTMENT-RELATED, ADDRESS: 975 WEILAND RD, SUITE 150, BUFFALO GROVE, IL 60089, PRIVATE INVESTMENT FIRM, TITLE: DIRECTOR 9/2013-PRESENT, NUMBER OF HRS DEVOTED TO OTHER BUSINESS: 5 HRS MONTHLY, NUMBER OF HRS DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING: 0 HRS MONTHLY

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-06
• S63 Uniform Securities Agent State Law Examination
  2003-06-13

Other Names

• Charlie Mckenna
• Chuck Mckenna