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James Lewis MacKay

Managing Member/CcoJim MacKay Financial Planning, LLCCRD 4425867

About James Lewis MacKay

James Lewis MacKay is listed as Managing Member/Cco at Jim MacKay Financial Planning, LLC in Springfield, MO. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Jim MacKay Financial Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Lewis MacKay work?

James Lewis MacKay is listed as Managing Member/Cco at Jim MacKay Financial Planning, LLC on SEC Form ADV.

How much of Jim MacKay Financial Planning, LLC does James Lewis MacKay own?

Form ADV reports a beneficial ownership band of Over 75%.

Jim MacKay Financial Planning, LLC

TitleManaging Member/Cco
OwnershipOver 75%
Control personYes
Since2013