KM
Kevin P. Mckinley
MCKINLEY MONEY
Eau-claire, WI 54703
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CRD#: 1177018
KM
Professional summary
Kevin Paul Mckinley is a registered financial advisor currently at MCKINLEY MONEY, LLC located in Eau-claire, Wisconsin.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Kevin has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
ON YOUR MONEY MEDIA LLC ENTITY FOR SPEAKING ENGAGEMENTS, WRITING ACTIVITIES (ARTICLES FOR VARIOUS PUBLICATIONS) MCKINLEY MEDIA LLC SOCIAL NETWORKING TOOLS McKMedia, LLC, is a limited liability corporation owned by Kevin McKinley. McKMedia, LLC, intends to provide both internally and user-generated information on general and specific topics, as well as online tools that can be used by the public.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Paul Mckinley's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 9, 2008 - Present
MCKINLEY MONEY, LLC
Office #1: N3579 1010th St, Eau-claire, WI 54703RIA
CRD#: 145571
Eau-claire, WI
Past
August 23, 2007 - January 14, 2008
ROBERT W. BAIRD & CO. INCORPORATED
RIA
CRD#: 8158
EAU CLAIRE, WI
Past
August 25, 1988 - January 14, 2008
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
EAU CLAIRE, WI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MM
MCKINLEY MONEY, LLC
MCKINLEY MONEY, LLC | MMAM, LLC | MCKINLEY, KEVIN PAUL | MCKINLEY, KEVIN
CRD#: 145571 / SEC#: 801-132140
RIA
Registered Investment Advisory firm - (3/10/2025 Approved)Texas
Registered Investment Advisory firm - (3/11/2025 Terminated)Wisconsin
Registered Investment Advisory firm - (3/11/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(7/10/2008)
IAR
Wisconsin(1/9/2008)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
MM
MCKINLEY MONEY, LLC
MCKINLEY MONEY, LLC | MMAM, LLC | MCKINLEY, KEVIN PAUL | MCKINLEY, KEVIN
CRD#: 145571 / SEC#: 801-132140
RIA
Registered Investment Advisory firm - (3/10/2025 Approved)Texas
Registered Investment Advisory firm - (3/11/2025 Terminated)Wisconsin
Registered Investment Advisory firm - (3/11/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
N3579 1010th St, Eau-claire, WI 54703
Mailing Address
P.o. Box 1418, Eau-claire, WI 54702
Phone number
(715) 835-2732
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 536 |
| AUM (Assets Under Management) | $ 134,817,362 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MCKINLEY MONEY, LLC
CRD#: 145571Eau-claire, WI 54703TRUST BUT VERIFY
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