Don E. Mckinley

FORTIFY WEALTH

St. Louis, MO 63122

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CRD#: 328939

Professional summary

Don Edward Mckinley, who also goes by Don Edward Mckinley, is a registered financial advisor currently at FORTIFY WEALTH, INC. located in St. Louis, Missouri.

Don is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1967. Don has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Don Edward Mckinley

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.

Business Name: McKinley Financial Resources, Inc Investment Related: Yes Address: 106 w Madison Suite 240 St Louis MO 63122. Nature of Business: Insurance. Position, Title or Relationship: CEO/Insurance Agent Start Date: 6/22/1976 Hours per month: 31% - 40% (49 - 64 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: Sales and Administration

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Don Edward Mckinley's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 16, 2018 - Present

FORTIFY WEALTH, INC.

Office #1: 106 W. Madison Avenue Suite 240, St. Louis, MO 63122

RIA

CRD#: 297433

St. Louis, MO

Past

April 20, 2016 - July 12, 2018

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

ST. LOUIS, MO

Past

August 31, 2005 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

ST. LOUIS, MO

Past

August 31, 2005 - July 12, 2018

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

ST. LOUIS, MO

Past

October 31, 1995 - December 13, 2005

FINANCIAL RESOURCES OF ST. LOUIS, INC.

RIA

CRD#: 113451

ST. LOUIS, MO

Past

February 3, 1992 - September 1, 2005

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

November 15, 1985 - February 3, 1992

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

January 9, 1984 - November 18, 1985

SUMMIT EQUITIES, INC.

CRD#: 11039

Past

October 16, 1967 - February 2, 1984

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

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".

FORTIFY WEALTH, INC.

FINANCIAL RESOURCES OF ST. LOUIS, INC. | FORTIFY WEALTH, INC. | FORTIFY WEALTH

CRD#: 297433 / SEC#: 801-121460

RIA

Registered Investment Advisory firm - (7/12/2021 Approved)

Missouri

Registered Investment Advisory firm - (7/13/2021 Terminated)

Texas

Registered Investment Advisory firm - (7/13/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Missouri
(7/16/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/18/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/16/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/12/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 1

Date: 9/26/1967

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/17/1986

General Securities Principal Examination

Current Firm

FORTIFY WEALTH, INC.

FINANCIAL RESOURCES OF ST. LOUIS, INC. | FORTIFY WEALTH, INC. | FORTIFY WEALTH

CRD#: 297433 / SEC#: 801-121460

RIA

Registered Investment Advisory firm - (7/12/2021 Approved)

Missouri

Registered Investment Advisory firm - (7/13/2021 Terminated)

Texas

Registered Investment Advisory firm - (7/13/2021 Terminated)

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Contact information

Main Address

106 W. Madison Avenue Suite 240, St. Louis, MO 63122

Mailing Address

Phone number

(314) 726-0055

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/15/2025)

Regulatory assets under management

Total Number of Accounts	239
AUM (Assets Under Management)	$ 107,084,579

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Don E. Mckinley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Don Edward Mckinley's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

FINANCIAL RESOURCES OF ST. LOUIS, INC.

MUTUAL SERVICE CORPORATION

WALNUT STREET SECURITIES, INC.

SUMMIT EQUITIES, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

FORTIFY WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/18/1996

Series 63

Date: 1/16/1987

SIE

Date: 7/12/2018

Series 1

Date: 9/26/1967

Series 24

Date: 12/17/1986

Current Firm

FORTIFY WEALTH, INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FORTIFY WEALTH, INC.

TRUST BUT VERIFY

Contact information

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