JIM MACKAY FINANCIAL PLANNING, LLC
JIM MACKAY FINANCIAL PLANNING, LLC of SPRINGFIELD, MO is an SEC-registered investment adviser (CRD 169583). Regulatory assets under management: $176.0M.
Registration
- CRD: 169583
- SEC file number: 801-132302
- Type: Registered investment adviser
- Location: 2142 W. CHESTERFIELD BLVD, E201, SPRINGFIELD, MO, 65807
- Phone: 417-268-9191
- Latest filing: 2026-03-27
- Regulatory AUM: $176.0M
- Discretionary AUM: $164.5M
- Non-discretionary AUM: $11.6M
- Clients: 2
- Accounts: 384
Business model
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| James Lewis Mackay | MANAGING MEMBER/CCO | — |
| Darci Mackay | NON-MEMBER MANAGER | — |
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