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John Joseph Mckenna

Wealthspire Retirement Advisory

Midlothian, VA

Aliso Viejo, CA

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Current Employers
Wealthspire Retirement Advisory

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-10-25
  • VA RA
    APPROVED
    Since 2023-10-25

Branch Locations

1640 Huguenot Road, Midlothian, VA 23113 • United States

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Milestone Financial Solutions Chesterfield VA 11/2018 03/2021
Unemployed Midlothian VA 01/2017 11/2018
The Pendleton Corporation Dba Vero Financial Group Glen Allen VA 05/2009 01/2017
The Leaders Group, Inc. Littleton CO 01/2020 03/2021
Acg Advisory Services Inc Midlothian VA 03/2021 10/2023
Nfp Retirement, Inc. Aliso Viejo CA 10/2023 10/2025
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 11/2018 → 03/2021
    Milestone Financial Solutions
    Chesterfield, VA
  • 01/2017 → 11/2018
    Unemployed
    Midlothian, VA
  • 05/2009 → 01/2017
    The Pendleton Corporation Dba Vero Financial Group
    Glen Allen, VA
  • 01/2020 → 03/2021
    The Leaders Group, Inc.
    Littleton, CO
  • 03/2021 → 10/2023
    Acg Advisory Services Inc
    Midlothian, VA
  • 10/2023 → 10/2025
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 10/2025 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
Previous Registrations
  • 2021-03-15 → 2024-03-14
    Wealthspire Advisors
    Midlothian, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-09
  • S66 Uniform Combined State Law Examination
    2020-09-09
Other Names
  • John J Mckenna
  • John Joseph Mckenna

View on SEC IAPD

Other Firms

STEWARD PARTNERS INVESTMENT ADVISORY, LLC
KESTRA ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
J. W. COLE ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

RONALD BRUCE WEBSTER
EDWARD PETER GROSSO
Alice Martin Winters
JAYNE WAIDA DI VINCENZO
ANNE-DAY MCCABE
ROBERT EUGENE SCHINSKY
Hunter James Seay
JUSTIN REID MARTIN

Other Offices

STEWARD PARTNERS INVESTMENT ADVISORY, LLC · Midlothian, VA
KESTRA ADVISORY SERVICES, LLC · Midlothian, VA
AMERIPRISE FINANCIAL SERVICES, LLC · Midlothian, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Midlothian, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Midlothian, VA
EDWARD JONES · MIDLOTHIAN, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Midlothian, VA
J. W. COLE ADVISORS, INC. · Midlothian, VA

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