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This profile was last updated on 11/23/14  and contains information from public web pages and contributions from the ZoomInfo community.

McKenna L. Stephens

Wrong McKenna L. Stephens?

Associate

North Star Resource Group - Phoenix, AZ
Local Address: Phoenix, Arizona, United States
North Star Resource Group
2701 University Ave. S.E.
Minneapolis, Minnesota 55414
United States

Company Description: North Star Resource Group, comprised of CRI Securities, Inc., North Star Consultants, Inc., and Marathon Advisors, Inc., is one of the nation's largest independent...   more
Background

Employment History

Board Memberships and Affiliations

Education

  • Master of Business Administration
    Arizona State University
  • Bachelor of Science Degree
    Arizona State University
9 Total References
Web References
McKenna Stephens Financial Advisor
www.northstarfinancial.com, 15 Aug 2014 [cached]
McKenna L. Stephens, CFP®, CLTC McKenna Stephens Financial Advisor
...
McKenna L. Stephens, CFP®, CLTC
Financial Advisor
Email McKenna
...
McKenna has been with North Star Resource Group since 2004 and she is part of the North Star Southwest division; an experienced group of financial advisors in the Phoenix and San Diego offices. Her personal mission is improving financial stability by protecting families and futures. By providing her clients with necessary tools to make educated financial decisions, she can help provide them with a sound investment and insurance strategy.
Through personal experiences, McKenna understands how education can help prepare you for inevitable situations in life. She seeks to build long-term lasting relationships with her clients so that she can support them through the ups and downs in their lives. McKenna prides herself in the impact her experience can make on her client's lives and goals.
As a co-author of Real Life Financial Planning for Women, McKenna is a well-known speaker for many programs in the Phoenix and San Diego community.
...
McKenna and her husband Mark live in Arizona with their two kids Kaia and Nash. Together, they enjoy visiting the Phoenix Zoo learning the ropes of gardening. McKenna also enjoys running, having run five half marathons, one marathon and several long distance races. She loves to travel and read, and frequently tailgates Arizona State University Football games with her season tickets. When she is not chasing around her 4 and 2 year-olds, she helps coach for her daughter Kaia's soccer team, and volunteers at La Casa de Cristo Preschool.
McKenna is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 653969 / 04-2013
McKenna Stephens, CFP®, ...
www.northstarfinancial.com, 16 Nov 2012 [cached]
McKenna Stephens, CFP®, CLTC
Financial Advisor
Phone:(602) 224-5366 Fax:602-224-9044 E-mail:mckenna.stephens@northstarfinancial.com
McKenna Stephens has been an advisor with North Star since 2004. She works closely with her clients to provide them with the necessary tools to make sound financial decisions. Through the development of long-term relationships with her clients, her goal is to assist individuals and businesses in identifying their needs for wealth accumulation, preservation and succession. Her areas of focus include:
...
McKenna is a graduate of Arizona State University with her Bachelor of Science Degree and her Master of Business Administration. Her licenses include:
...
McKenna is also a member of the National Association of Insurance and Financial Advisors (NAIFA).
McKenna Stephens, CLTC : North Star Resource Group
www.northstarfinancial.com, 20 Jan 2011 [cached]
McKenna Stephens, CLTC
...
McKenna Stephens, CLTC
Financial Advisor
Phone:(602) 224-5366 Fax:602-224-9044 E-mail:mckenna.stephens@northstarfinancial.com
McKenna Stephens has been an advisor with North Star since 2004. She works closely with her clients to provide them with the necessary tools to make sound financial decisions. Through the development of long-term relationships with her clients, her goal is to assist individuals and businesses in identifying their needs for wealth accumulation, preservation and succession. Her areas of focus include:
...
McKenna is a graduate of Arizona State University with her Bachelor of Science Degree and her Master of Business Administration. Her licenses include:
...
McKenna is also a member of the National Association of Insurance and Financial Advisors (NAIFA).
McKenna Stephens, CLTC : North Star Resource Group
www.northstarfinancial.com, 18 April 2012 [cached]
McKenna Stephens, CLTC
...
McKenna Stephens, CLTC
Financial Advisor
Phone:(602) 224-5366 Fax:602-224-9044 E-mail:mckenna.stephens@northstarfinancial.com
McKenna Stephens has been an advisor with North Star since 2004. She works closely with her clients to provide them with the necessary tools to make sound financial decisions. Through the development of long-term relationships with her clients, her goal is to assist individuals and businesses in identifying their needs for wealth accumulation, preservation and succession. Her areas of focus include:
...
McKenna is a graduate of Arizona State University with her Bachelor of Science Degree and her Master of Business Administration. Her licenses include:
...
McKenna is also a member of the National Association of Insurance and Financial Advisors (NAIFA).
Associates : North Star Resource Group
www.northstarfinancial.com, 8 April 2006 [cached]
McKenna Stephens, CFP®, CLTC
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