JIM MACKAY FINANCIAL PLANNING, LLC
Legal name: MACKAY FINANCIAL PLANNING, LLC
CRD #169583 SEC #801-132302 SPRINGFIELD, MO 417-268-9191
SEC Registered
Total AUM
$140.1M
Discretionary
$129.2M
Employees
2
Clients
51
Accounts
313
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Missouri
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MacKay, Darci | I | NON-MEMBER MANAGER | NA | |
| MacKay, Darci | I | NON-MEMBER MANAGER | NA | |
| MacKay, Darci | I | NON-MEMBER MANAGER | NA | |
| MACKAY, JAMES, LEWIS | I | MANAGING MEMBER/CCO | E | Control |
| MACKAY, JAMES, LEWIS | I | MANAGING MEMBER/CCO | E | Control |
| MACKAY, JAMES, LEWIS | I | MANAGING MEMBER/CCO | E | Control |
Registrations
Federal
IA
Apr 3, 2025 REGISTERED
Notice Filings (3)
AR MO TX
Address
2142 W. CHESTERFIELD BLVDE201
SPRINGFIELD, MO 65807
United States
Phone: 417-268-9191