KM
Kendra A. Mckinney
PINNACLE WEALTH MANAGEMENT GROUP
Plymouth, MI 48170
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CRD#: 6857204
KM
Professional summary
Kendra Anne Mckinney is a registered financial advisor currently at PINNACLE WEALTH MANAGEMENT GROUP, INC. located in Plymouth, Michigan.
Kendra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Kendra has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
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.
Insurance Agent, non-investment related, 849 Penniman, Suite 201
Plymouth, MI 48170, insurance, insurance agent, 06/2020, less than 5% of time.
CRS (Client Relationship Summary) - RIA
Click below to view Kendra Anne Mckinney'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®
NoneExperience
Current
June 11, 2020 - Present
PINNACLE WEALTH MANAGEMENT GROUP, INC.
Office #1: 849 Penniman Suite 201, Plymouth, MI 48170RIA
CRD#: 281935
Plymouth, MI
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".
PW
PINNACLE WEALTH MANAGEMENT GROUP, INC.
PINNACLE WEALTH MANAGEMENT GROUP, INC.
CRD#: 281935 / SEC#: 801-113407
RIA
Registered Investment Advisory firm - (6/8/2018 Approved)Florida
Registered Investment Advisory firm - (8/20/2018 Terminated)Michigan
Registered Investment Advisory firm - (8/21/2018 Terminated)New York
Registered Investment Advisory firm - (8/20/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/21/2018 Terminated)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
Michigan(6/11/2020)
IAR
New York(11/11/2021)
Current Firm
PW
PINNACLE WEALTH MANAGEMENT GROUP, INC.
PINNACLE WEALTH MANAGEMENT GROUP, INC.
CRD#: 281935 / SEC#: 801-113407
RIA
Registered Investment Advisory firm - (6/8/2018 Approved)Florida
Registered Investment Advisory firm - (8/20/2018 Terminated)Michigan
Registered Investment Advisory firm - (8/21/2018 Terminated)New York
Registered Investment Advisory firm - (8/20/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/21/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
849 Penniman Suite 201, Plymouth, MI 48170
Mailing Address
Phone number
(734) 667-5581
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 590 |
| AUM (Assets Under Management) | $ 212,749,421 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PINNACLE WEALTH MANAGEMENT GROUP, INC.
CRD#: 281935Plymouth, MI 48170TRUST BUT VERIFY
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