Mckenna Stephens is a registered investment advisor, based in Scottsdale, AZ, with 22 years of industry experience.
Location
6720 N Scottsdale Rd, St 290, Scottsdale, AZ, 85253
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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
Mckenna works as an agent/broker for North Star Consultants & North Star Brokerage selling fixed insurance, dedicating a few hours per week. She also works as a financial professional for North Star Resource Group, spending full-time hours providing financial services.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Cri Securities, LLC
Marathon Advisors, INC
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
Hornor, Townsend & Kent, INC.Broker
State Registrations19 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.