Brian Mckinney

COLLECTIVE WEALTH PARTNERS

Aurora, CO

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CRD#: 4860266

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian C Mckinney | Brian Mckinney

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.

Speaker- Brian is a speaker and does several speaking engagements throughout the year. The business is not investment related. Brian is compensated based on the topic and timing of his speaking opportunity. Brian is the owner of the business, therefore he does have financial interest in this business. He does not intend to recommend investments. He will participate in speaking opportunities during business hours and that time varies. There is no conflict of interest.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Mckinney'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®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

April 14, 2022 - Present

COLLECTIVE WEALTH PARTNERS, LLC

RIA

CRD#: 317519

Aurora, CO

Past

June 19, 2020 - September 16, 2020

SMART MONEY GROUP, LLC

RIA

CRD#: 284187

EASTLAND, TX

Past

September 13, 2019 - July 30, 2022

RE-ENVISION WEALTH

RIA

CRD#: 299357

AURORA, CO

Past

May 15, 2014 - August 24, 2016

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

ATLANTA, GA

Past

April 4, 2014 - August 24, 2016

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

Atlanta, GA

Past

July 2, 2012 - December 3, 2012

AXIS FINANCIAL PARTNERS, LLC

RIA

CRD#: 164367

ATLANTA, GA

Past

October 5, 2010 - October 18, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ATLANTA, GA

Past

September 27, 2010 - October 18, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ATLANTA, GA

Past

December 5, 2006 - June 8, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NEW YORK, NY

Past

December 5, 2006 - June 8, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

September 29, 2006 - February 6, 2007

BLACKROCK INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 108928

PLAINSBORO, NJ

Past

September 29, 2006 - December 5, 2006

BLACKROCK INVESTMENTS, LLC

CRD#: 38642

NEW YORK, NY

Past

November 18, 2004 - September 29, 2006

MERRILL LYNCH INVESTMENT MANAGERS LP

RIA

CRD#: 105068

PLAINSBORO, NJ

Past

October 27, 2004 - September 29, 2006

FAM DISTRIBUTORS, INC.

CRD#: 4100

NEW YORK, NY

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".

COLLECTIVE WEALTH PARTNERS, LLC

ALTRUIST WEALTH PARTNERS, LLC | COLLECTIVE WEALTH PARTNERS, LLC

CRD#: 317519 / SEC#: 801-123714

RIA

Registered Investment Advisory firm - (4/14/2022 Approved)

Georgia

Registered Investment Advisory firm - (4/26/2022 Terminated)

Texas

Registered Investment Advisory firm - (4/18/2022 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

California
(4/14/2022)

IAR

Colorado
(4/14/2022)

IAR

Georgia
(5/2/2022)

IAR

Maryland
(4/14/2022)

IAR

New York
(4/14/2022)

IAR

North Carolina
(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

State Security Law Exam

Series 63

Date: 5/23/2014

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/17/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/24/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/15/2014

General Securities Representative Examination

Current Firm

COLLECTIVE WEALTH PARTNERS, LLC

ALTRUIST WEALTH PARTNERS, LLC | COLLECTIVE WEALTH PARTNERS, LLC

CRD#: 317519 / SEC#: 801-123714

RIA

Registered Investment Advisory firm - (4/14/2022 Approved)

Georgia

Registered Investment Advisory firm - (4/26/2022 Terminated)

Texas

Registered Investment Advisory firm - (4/18/2022 Terminated)

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Contact information

Main Address

1100 Peachtree Street Ne Suite 250, Atlanta, GA 30309

Mailing Address

1100 Peachtree Street Ne Suite 250, Altanta, GA 30309

Phone number

(404) 633-9952

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COLLECTIVE WEALTH PARTNERS DISCLOSURE BROCHURE (5/19/2025)

Regulatory assets under management

Total Number of Accounts	409
AUM (Assets Under Management)	$ 42,493,998

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.

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Brian Mckinney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Mckinney's CRS (Customer Relationship Summary).

Certified licenses

Experience

SMART MONEY GROUP, LLC

RE-ENVISION WEALTH

USAA FINANCIAL ADVISORS, INC.

USAA FINANCIAL PLANNING SERVICES

AXIS FINANCIAL PARTNERS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BLACKROCK INVESTMENT MANAGEMENT, LLC

BLACKROCK INVESTMENTS, LLC

MERRILL LYNCH INVESTMENT MANAGERS LP

FAM DISTRIBUTORS, INC.

Primary Firm SEC Registration

COLLECTIVE WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/23/2014

Series 66

Date: 11/17/2004

SIE

Date: 8/24/2016

Series 7

Date: 5/15/2014

Current Firm

COLLECTIVE WEALTH PARTNERS, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COLLECTIVE WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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