David Anthony Mclenachen

Employer firm

United Planners' Financial Services Of America A Limited Partner CRD 20804

$12.8B regulatory AUM 483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/1997 → Present
  United Planners' Financial Services
  Scottsdale, AZ
• 07/1997 → Present
  Mclenachen Financial, Inc
  La Mesa, CA
• 07/1992 → Present
  David A. Mclenachen, Jr.
  La Mesa, CA

Other Businesses

1.) MCLENACHEN FINANCIAL, INC. - PRESIDENT - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - LA MESA, CA - SINCE 01/2010 - NOT INVESTMENT RELATED 2.) MCLENACHEN FINANCIAL, INC. - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - LA MESA, CA - SINCE 07/1997 - INVESTMENT RELATED 3.) DAVID A. MCLENACHEN, JR. - PRESIDENT - NON-VARIABLE INSURANCE - LA MESA, CA - SINCE 07/1992 - INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-18
• S63 Uniform Securities Agent State Law Examination
  1992-08-28

Other Names

• David Anthony Lenachenjr Mc