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
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US Businesses
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Companies in Florida
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Broward County Companies
- Company name
- MCKINNON WEALTH MANAGEMENT, LLC
- Status
- Active
- Filed Number
- L12000099826
- FEI Number
- 46-0791130
- Date of Incorporation
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August 2, 2012
Age - 13 years
- Home State
- FL
- Company Type
- Florida Limited Liability
CONTACTS
- Website
- http://mckinnonwealthmanagement.com
- Phones
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(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