Monica Marie Mckenna

Employer firm

First Command Advisory Services CRD 281958

$24.4B regulatory AUM 1,013 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 06/2017 → Present
  Mckenna Residence
  Chesapeake, VA
• 08/2012 → 05/2017
  Brevard County Schools
  Melbourne, FL
• 11/2017 → 03/2018
  First Command Financial Planning
  Fort Worth, TX
• 03/2018 → Present
  First Command Brokerages Services
  Fort Worth, TX
• 03/2018 → Present
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 03/2018 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX

Other Businesses

Name of the other business: McKenna Team LLC Whether the business is investment-related: Yes Address of the other business: 12555 Orange Drive, STE 247, Davie FL 33330 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: President The start date of your relationship: Sep 08, 2021 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: 1 to 5 Briefly describe your duties relating to the other business: President of LLC for income received from First Command.

Exams

• S66 Uniform Combined State Law Examination
  2018-02-10

Other Names

• Monica Mayock