RIA Intelligence

BENNINGTON FINANCIAL PLANNING GROUP

CRD #116302 SEC #801-118801 BENNINGTON, VT 802-447-1530
SEC Registered Broker-Dealer
Total AUM
$223.8M
Discretionary
$214.3M
Employees
3
Clients
251
Accounts
690

Firm Details

Organization Type
Corporation
State of Formation
Vermont
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 20, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MCKENNA, BRIAN, DONALDICHIEF COMPLIANCE OFFICERNA Control
MCKENNA, BRIAN, DONALDICHIEF COMPLIANCE OFFICERNA Control
MCKENNA, BRIAN, DONALDICHIEF COMPLIANCE OFFICERNA Control
MCKENNA, BRIAN, DONALDICHIEF COMPLIANCE OFFICERNA Control
MCKENNA, BRIAN, DONALDICHIEF COMPLIANCE OFFICERNA Control
MCKENNA, BRIAN, DONALDICHIEF COMPLIANCE OFFICERNA Control
MCKENNA, BRIAN, DONALDICHIEF COMPLIANCE OFFICERNA Control
MCKENNA, BRIAN, DONALDICHIEF COMPLIANCE OFFICERNA Control
MCKENNA, BRIAN, DONALDICHIEF COMPLIANCE OFFICERNA Control
MCKENNA, BRIAN, DONALDICHIEF COMPLIANCE OFFICERNA Control
MCKENNA, BRIAN, DONALDICHIEF COMPLIANCE OFFICERNA Control
MCKENNA, MICHAEL, SEANIVICE PRESIDENTNA Control
MCKENNA, MICHAEL, SEANIVICE PRESIDENTNA Control
MCKENNA, MICHAEL, SEANIVICE PRESIDENTNA Control
MCKENNA, MICHAEL, SEANIVICE PRESIDENTNA Control
MCKENNA, MICHAEL, SEANIVICE PRESIDENTNA Control
MCKENNA, MICHAEL, SEANIVICE PRESIDENTNA Control
MCKENNA, MICHAEL, SEANIVICE PRESIDENTNA Control
MCKENNA, MICHAEL, SEANIVICE PRESIDENTNA Control
MCKENNA, MICHAEL, SEANIVICE PRESIDENTNA Control
MCKENNA, MICHAEL, SEANIVICE PRESIDENTNA Control
MCKENNA, MICHAEL, SEANIVICE PRESIDENTNA Control
MCKENNA, DONALD, BRIANIPRESIDENTE Control
MCKENNA, DONALD, BRIANIPRESIDENTE Control
MCKENNA, DONALD, BRIANIPRESIDENTE Control
MCKENNA, DONALD, BRIANIPRESIDENTE Control
MCKENNA, DONALD, BRIANIPRESIDENTE Control
MCKENNA, DONALD, BRIANIPRESIDENTE Control
MCKENNA, DONALD, BRIANIPRESIDENTE Control
MCKENNA, DONALD, BRIANIPRESIDENTE Control
MCKENNA, DONALD, BRIANIPRESIDENTE Control
MCKENNA, DONALD, BRIANIPRESIDENTE Control
MCKENNA, DONALD, BRIANIPRESIDENTE Control

Registrations

Federal

IA
Mar 20, 2025 REGISTERED

Notice Filings (7)

FL MA ME NC NH NY VT

Address

207 WEST MAIN STREET
BENNINGTON, VT 05201
United States
Phone: 802-447-1530