Charles Phillip 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

• 06/2014 → Present
  Gmodelo Usa, Llc
  Wheaton, IL
• 01/2015 → 12/2016
  Global Beverage Team, Llc
  Wheaton, IL
• 05/2016 → 01/2017
  National Planning Corporation
  Naperville, IL
• 04/2016 → 01/2017
  National Planning Corporation
  Naperville, IL
• 01/2017 → Present
  Mckenna Capital, Inc.
  Wheaton, IL
• 01/2018 → Present
  Heart Capital, Llc
  Wheaton, IL

Previous Registrations

• 2016-05-13 → 2017-01-03
  National Planning Corporation
  Naperville, IL
  Naperville, IL
• 2011-05-14 → 2016-05-03
  Tower Wealth Advisors, Inc.
  Wheaton, IL

Other Businesses

1) Heart Capital, LLC; investment-related;2206 N. Main Street #222, Wheaton, IL 60187; commodity fund; Member/ Advisor; January 2018 start date; 4 hours per month (all during trading hours); Charles Phillip McKenna is a principal of Heart Capital, LLC and in this capacity advises a commodity fund 2) Mr. McKenna also provides consulting for GModelo USA, LLC. Clients are not offered any services from this outside activity. Mr. McKenna spends a limited amount of time in this role.

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-08-25
• S65 Uniform Investment Adviser Law Examination
  2011-05-13

Other Names

• Charles Mckenna