Aaron Mckenna
Investment adviser representative at Creative Planning
12 yearsExperience
1 stateRegistered in
$295.6BFirm assets
43 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
- Seminars and workshops
Experience
12 years in the industry.
- Creative Planning, LLCAug 2026 to now
- J.P. Morgan Securities LLCMar 2026 to Aug 2026
- JPMorgan Chase Bank, N.A.Jun 2023 to Aug 2026
- JPMorgan Chase Bank, N.A.Sep 2019 to May 2023
- UnemployedMar 2019 to Aug 2019
- PricewaterhousecoopersSep 2018 to Feb 2019
- UnemployedAug 2018 to Aug 2018
- Gam Fund ManagementJun 2016 to Apr 2017
- Queens University BelfastSep 2014 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Creative Planning
Legal name: Creative Planning, LLC
$295.6BAssets managed
100,298Clients
1,151Advisers
43 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
- 8232611
- Firm CRD
- 105348