Calvin Mckenney is a CFP-designated registered investment advisor, based in Minnetonka, MN, with 7 years of industry experience.
Location
10261 Yellow Circle Dr, Minnetonka, MN, 55330
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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
Calvin is an agent/broker for Fortune Financial and North Star Consultants & North Star Brokerage, dedicating minimal time and a few hours per week, respectively. He also serves as President for a chapter of Business Network International, spending a few hours per week overseeing and managing the group.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Securian Financial Services, INC.
Cri Securities, LLC
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
State Registrations9 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.