MCKINNON WEALTH MANAGEMENT, LLC
FORT LAUDERDALE, FLORIDA

McKinnon Wealth Management, LLC is a financial services firm based in Fort Lauderdale, Florida. Founded by Jason McKinnon and his family, the company has been incorporated since August 2, 2012, with a filing number of L12000099826 listed under Florida Models and DOS status. The business operates from Suite 680 at 500 West Cypress Creek Road, situated within Broward County. Overseeing management operations sit Kevin McKinnon and Matthew Wright as designated managers. The firm was established following Jason McKinnon's comprehensive experience in the financial services industry since 1993, bolstered by his education from Stathmore High School and Mount Royal College for a General Insurance and Business Administration diploma program. His professional credentials include the Chartered Insurance Professional (CIP) designation achieved in 1998. Emphasizing personalized client engagement, McKinnon Wealth Management invites potential and existing clients to get acquainted with their services and looks forward to future collaborations. The company maintains active participation within its sector as shown by recent activities including a last filed event on October 3, 2022, indicating an LC Dissociation Mem, and the anticipated annual report due April 16, 2024, for the year 2024. Clients seeking further information or professional financial advice are encouraged to visit McKinnon Wealth Management's website at mckinnonwealthmanagement.com. For direct communications, they can be reached via phone at (403) 568-1766.

KEY FACTS ABOUT MCKINNON WEALTH MANAGEMENT, LLC

Company name
MCKINNON WEALTH MANAGEMENT, LLC
Status
Active
Filed Number
L12000099826
FEI Number
46-0791130
Date of Incorporation
August 2, 2012
Age - 13 years
Home State
FL
Company Type
Florida Limited Liability

CONTACTS

Website
http://mckinnonwealthmanagement.com
Phones
(403) 568-1766

MCKINNON WEALTH MANAGEMENT, LLC NEAR ME

Principal Address
500 WEST CYPRESS CREEK ROAD,
SUITE 680,
FORT LAUDERDALE,
FL,
33309,
US

See Also

Officers and Directors

The MCKINNON WEALTH MANAGEMENT, LLC managed by the two persons from FORT LAUDERDALE on following positions: Manager

Kevin Mckinnon

Position
Manager Active
From
FORT LAUDERDALE, FL

Matthew Wright

Position
Manager Active
From
FORT LAUDERDALE, FL





Registered Agent is Shawn C Snyder

From
DAVIE, 33328

Events

October 3, 2022
LC DISSOCIATION MEM

Annual Reports

2024
April 16, 2024
2023
February 23, 2023