John Joseph Mckenna
Investment adviser representative at Wealthspire Retirement Advisory
17 yearsExperience
1 stateRegistered in
$38.6BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Wealthspire Retirement AdvisoryOct 2025 to now
- Nfp Retirement, Inc.Oct 2023 to Oct 2025
- Acg Advisory Services IncMar 2021 to Oct 2023
- The Leaders Group, Inc.Jan 2020 to Mar 2021
- Milestone Financial SolutionsNov 2018 to Mar 2021
- UnemployedJan 2017 to Nov 2018
- The Pendleton Corporation dba Vero Financial GroupMay 2009 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (VA).
Wealthspire Retirement Advisory
Legal name: Wealthspire Retirement, LLC
$38.6BAssets managed
7,532Clients
145Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5679787
- Firm CRD
- 121254