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John William McHenney

Timothy Financial Counsel, Inc.

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About John William McHenney

John McHenney is an investment advisor representative registered with Timothy Financial Counsel, Inc. John has over 5 years of experience in the financial services industry. John is also a Chartered Financial Analyst (CFA) and is Series 7, 63, and 66 licensed. Before joining Timothy Financial Counsel, Inc., John worked at FIRST TRUST PORTFOLIOS L.P. and FIDELITY BROKERAGE SERVICES LLC. John's professional background includes working at The Vanguard Group, Inc., and State of Illinois. John's experience and qualifications make him well-equipped to help you achieve your financial goals.

Firm Information

John McHenney is currently registered with Timothy Financial Counsel, Inc.. Timothy Financial Counsel, Inc. is an investment advisor headquartered in Wheaton, IL. The firm offers financial planning services and has 18 investment adviser representatives. They do not provide portfolio management services.
Timothy Financial Counsel, Inc.

104 E. ROOSEVELT ROAD

WHEATON, IL 60187

Not reported

Assets Under Management

660

Total Clients

16

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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financial planning services

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

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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fixed fees

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

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other

Fees for education workshops

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John McHenney’s Registration & Firm History

IL

01/19/2024 - Present

Timothy Financial Counsel, Inc. (WHEATON IL)

IL

09/14/2022 - 10/09/2023

FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)

NH

10/06/2021 - 09/26/2022

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

AZ

03/05/2018 - 08/27/2021

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 11/16/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/12/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/05/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John William McHenney.
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