Brian Mckinney
CFP®Professional Summary
Brian Mckinney, CFP®, who also goes by Brian C Mckinney, Brian Mckinney, is a registered financial advisor currently at COLLECTIVE WEALTH PARTNERS, LLC located in Aurora, Colorado. Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Brian has worked at 11 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Brian C Mckinney, Brian Mckinney
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
22 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ALTRUIST WEALTH PARTNERS, LLC | COLLECTIVE WEALTH PARTNERS, LLC
Contact Information
Main Address
1100 Peachtree Street Ne Suite 250, Atlanta, GA 30309Mailing Address
1100 Peachtree Street Ne Suite 250, Altanta, GA 30309Phone Number
(404) 633-9952# of Employees
6SEC notice filing (15 States and Territories)
Registered to provide investment advisory services in 15 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
438AUM (Assets Under Management)
$59,900,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ALTRUIST WEALTH PARTNERS, LLC | COLLECTIVE WEALTH PARTNERS, LLC
State Registrations and Notice Filings
(4/14/2022)
(4/14/2022)
(5/2/2022)
(4/14/2022)
(4/14/2022)
(4/14/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Brian Mckinney's CRS (Customer Relationship Summary).
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