Best Investors
Account
Sign in
Best Investors
Account
Sign in
Bennington Financial Planning Group CRD 116302
$281M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
207 West Main Street, Bennington, VT 05201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-27 |
| ME | RA | APPROVED | 2025-01-07 |
| NC | RA | APPROVED | 2025-01-07 |
| FL | RA | APPROVED | 2024-03-09 |
| NY | RA | APPROVED | 2023-12-18 |
| VT | RA | APPROVED | 1995-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D. B. Mckenna & Co., Inc. | Bennington | VT | 07/1994 | Present |
| Bennington Financial Planning Group | Bennington | VT | 03/1995 | Present |
I HAVE HELD THE POSITION OF FINANCIAL ADVISOR SINCE JULY 1994 WITH D.B. MCKENNA & CO., INC., A BROKER-DEALER FIRM. (D.B. MCKENNA IS OUR BD BUSINESS, WHILE BENNINGTON FINANCIAL PLANNING GROUP IS OUR IA BUSINESS). I DEVOTE 95% OF MY TIME TO D.B. MCKENNA & CO AND 5% OF MY TIME TO BENNINGTON FINANCIAL PLANNING GROUP. I ALSO PROVIDE TAX PREPERATION SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-22 |
Reach out to this advisor