Kristine A. Mckinley

BEACON FINANCIAL ADVISORS

INDEPENDENCE, MO

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CRD#: 4235168

Professional summary

Kristine Ann Mckinley, CFP® is a registered financial advisor currently at BEACON FINANCIAL ADVISORS, LLC located in Independence, Missouri.

Kristine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Kristine has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.

Biography

Kristine is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP™). She holds both a B.S. and M.S. degree in Accounting from the University of Missouri - Kansas City. She is a member of the National Association of Personal Financial Advisors (NAPFA) and The Garrett Planning Network (GPN), a nationwide network of fee-only, hourly financial planners.  Kristine is also an active volunteer in her community. She enjoys spending time with her "buddy" at the local nursing home, and volunteering at the Church she attends.

Question & Answer

What are your service offerings?

Tax Planning

Investment Planning

Comprehensive Financial Planni...

Retirement Planning

Do you have an area of expertise or specialization?

Hourly

Investment Advice without Ongo...

Middle Income Client Needs

Retirement Planning & Distribu...

Tax Planning

What is your minimum asset requirement?

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.

KRISTINE MCKINLEY ALSO PROVIDES EDUCATIONAL EBOOKS, REPORTS AND TELESEMINARS ON PERSONAL FINANCE TOPICS SUCH AS DEBT MANAGEMENT, BUDGETING, SAVING FOR COLLEGE, AND INCOME TAXES UNDER A SEPARATE BUSINESS ENTITY, KAM FINANCIAL PUBLISHING, LLC. NO INVESTMENT ADVICE OR REVIEWS ARE PROVIDED BY KAM FINANCIAL PUBLISHING, LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristine Ann 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®

CFP^®

Certified Financial Planner

Start date: 2000

Experience

Current

August 23, 2002 - Present

BEACON FINANCIAL ADVISORS, LLC

RIA

CRD#: 121502

INDEPENDENCE, MO

Past

October 18, 2000 - September 25, 2001

AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437

KANSAS CITY, MO

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

Kansas
(11/11/2014)

IAR

Missouri
(8/23/2002)

IAR

Texas
(6/4/2022)

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: 8/13/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/30/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 10/16/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BEACON FINANCIAL ADVISORS, LLC

CRD#: 121502 / SEC#:

Kansas

Registered Investment Advisory firm - (6/3/2014 Approved)

Missouri

Registered Investment Advisory firm - (8/23/2002 Approved)

Texas

Registered Investment Advisory firm - (5/25/2022 Conditional Restricted)

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Contact information

Main Address

Independence, MO

Mailing Address

800 E 101st Terrace, Ste 350, Kansas City, MO 64131

Phone number

(816) 739-4853

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Kristine A. Mckinley

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kristine Ann Mckinley's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEACON FINANCIAL ADVISORS, LLC

AMERICAN CENTURY INVESTMENT SERVICES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/13/2002

Series 63

Date: 10/30/2000

Series 6

Date: 10/16/2000

Current Firm

BEACON FINANCIAL ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

BEACON FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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