linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeff McKenna

Western Wealth Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeff? Claim Your Profile

About Jeff McKenna

Jeff McKenna is an investment advisor representative with Western Wealth Management LLC. Jeff is also an attorney at Barney, McKenna & Olmstead PC. Jeff has been in the industry since 2013. Western Wealth Management LLC is a registered investment advisor with offices in Golden, CO and St. George, UT. The firm offers a variety of financial planning services, including portfolio management for individuals, businesses, and investment companies. They also provide pension consulting and educational seminars.

Firm Information

Jeff McKenna is currently registered with Western Wealth Management LLC. Western Wealth Management LLC is an investment advisor headquartered in GOLDEN, CO. The firm has over 44 licensed agents and 88 investment advisor representatives. Western Wealth Management LLC manages approximately $3.25 billion in assets for individuals, businesses, charitable organizations, pension and profit-sharing plans, and corporations. The firm offers a variety of services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
Western Wealth Management LLC

14143 DENVER PKWY.,

GOLDEN, CO 80401

$3.25B

Assets Under Management

47

Total Clients

80

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeff McKenna’s Registration & Firm History

UT

12/09/2019 - Present

Western Wealth Management LLC (ST GEORGE UT)

Not sure if Jeff McKenna is right for you?

Licenses & Designations

IA

Issued 08/28/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeff McKenna.
Not sure if Jeff McKenna is right for you?