Best Investors
Account
Sign in
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-22 |
| IN | RA | APPROVED | 2018-12-15 |
Branch Locations
930 West U.S. Hwy 30, Schererville, IN 46375 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
9600 N Centennial Dr, Ste A, Munster, IN 46321 • United States
1759 Thornapple Circle, Valparaiso, IN 46385 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Schererville | IN | 04/2013 | 05/2026 |
| Independent Financial Partners | Schererville | IN | 12/2011 | 11/2018 |
| Harvest Financial Planning Llc | Schererville | IN | 04/2013 | Present |
| Private Advisor Group, Llc | Schererville | IN | 11/2018 | Present |
1. Mr. McKenna uses Harvest Wealth Partners as the name of the business under which he provides investment advice through Private Advisor Group, LLC. This activity is at the address Mr. McKenna is registered at, and is related to his investment services practice. Mr. McKenna devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Mr. McKenna devotes to activity providing investment services through PAG. 2. Mr. McKenna is the owner of Harvest Financial Planning Inc. through which he operates a financial services practice, but which is owned independently from Private Advisor Group, LLC. This activity is at the address where Mr. McKenna is registered, and is related to his investment services practice. Mr. McKenna devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Mr. McKenna devotes to activity providing investment services through Private Advisor Group. 3. Mr. McKenna co-owns residential real estate that he rents for income. The business is separate and apart from Private Advisor Group.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-17 |
Reach out to this advisor