Kent Mcginnis is a CFP, ChFC-designated registered investment advisor, based in Quincy, IL, with 44 years of industry experience. Kent is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2634 Broadway St., Suite 300, Quincy, IL, 62301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kent is a 50% owner, director, and officer of McGinnis Insurance and Financial Services, Inc., selling health insurance, Medicare supplements and advantage plans, and prescription plans, dedicating a few hours per week. He also operates under the DBA McGinnis Wealth Management LLC, offering fee-based advisory services and various insurance products, dedicating full-time hours to this.
Employment History
Current Registrations
Sigma Financial CorporationBroker
Spc
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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