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MACKAY FINANCIAL PLANNING, LLC
JIM MACKAY FINANCIAL PLANNING, LLC
CRD 169583 · SEC 801-132302
2142 W. CHESTERFIELD BLVD, E201, SPRINGFIELD, MO, 65807, United States
Phone
417-268-9191
Fax
417-553-4060
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$176.0M
Discretionary AUM
$164.5M
Team
2 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $18.5M |
| High net worth individuals | 35 | $132.5M |
| Charitable organizations | 3 | $25.0M |
States served
AR, MO, TX
All web addresses on file
Official SEC filing: View on IAPD