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Jeffrey Scott McKenna

Principal Advised Services

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About Jeffrey Scott McKenna

Jeffrey McKenna is a financial advisor at Principal Advised Services. Jeffrey has been working in the financial industry for over 10 years and holds both Series 63 and 66 licenses. Jeffrey specializes in providing portfolio management for individuals and selection of other advisors. Jeffrey is registered with the state of Iowa and North Carolina.

Firm Information

Jeffrey McKenna is currently registered with Principal Advised Services. Principal Advised Services is a registered investment advisor based in Des Moines, IA. They offer portfolio management for individuals and selection of other advisors. The firm manages $569,489,941 in regulatory assets under management, primarily for individuals other than high-net-worth individuals. They also have a wrap fee program.
Principal Advised Services

655 9TH STREET

DES MOINES, IA 50309

$569.49M

Assets Under Management

1,268

Total Clients

144

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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percentage of assets

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

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Jeffrey McKenna’s Registration & Firm History

NC

02/06/2025 - Present

Principal Advised Services (CHARLOTTE NC)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Scott McKenna.
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