Brian C. Kinney
Professional summary
Brian Curtis Kinney, CFP®, who also goes by Brian Kinney, is a registered financial advisor currently at FINANCIAL LIFE JOURNEYS located in Peyton, Colorado.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Brian has worked at 4 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brian Curtis Kinney's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
January 9, 2020 - Present
FINANCIAL LIFE JOURNEYS
November 18, 2017 - December 31, 2019
FIRST ASCENT FINANCIAL, LLC
March 8, 2016 - June 20, 2017
THREE POINTS FINANCIAL, INC.
September 24, 2015 - November 30, 2015
STRASBAUGH FINANCIAL ADVISORY, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/9/2020)
(1/23/2020)
Current Firm
FINANCIAL LIFE JOURNEYS
CRD#: 306786 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 72 |
| AUM (Assets Under Management) | $ 6,538,176 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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