Kris Mckinney

TARA NOLAN ADVISORY SERVICES, LTD

Peyton, CO 80831

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CRD#: 7219096

Professional summary

Kris Mckinney is a registered financial advisor currently at TARA NOLAN ADVISORY SERVICES, LTD located in Peyton, Colorado.

Kris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Kris 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.

1. DONZER ENTERPRISE, PRESIDENT, SUPPORT COMPANY, S-CORP FOR TAX PURPOSES AND SALES OF SEND OUT GREETING CARDS, 1 HRS PER WEEK, NON-INVESTMENT RELATED. DARC PRESS IS DBA OF DONZER ENTERPRISES, IT PUBLISHES BOOKS AND DVDS, 5 HOURS PER WEE 2. K&T ENTERPRISES, LLC., MEMBER, HUSBAND'S REAL ESTATE BUSINESS REHABBING HOUSES, PROFIT FROM SALES, 1/HR PER WEEK, NON-INVESTMENT RELATED 3. DARC PRESS, PRODUCTION AND SALES OF HORSE TRAINING DVD'S, 1HR/WK, NON-INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kris 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®

None

Experience

Current

February 26, 2020 - Present

TARA NOLAN ADVISORY SERVICES, LTD

Office #1: 15460 Chaparral Loop West, Peyton, CO 80831

RIA

CRD#: 154749

Peyton, CO

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

Colorado
(2/26/2020)

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: 2/3/2020

Uniform Investment Adviser Law Examination

Current Firm

TARA NOLAN ADVISORY SERVICES, LTD

DONZER ENTERPRISES DBA TARA NOLAN ADVISORY SERVICES | TARA NOLAN ADVISORY SERVICES, LTD | TARA NOLAN ADVISORY SERVICES

CRD#: 154749 / SEC#:

Colorado

Registered Investment Advisory firm - (12/23/2010 Approved)

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Contact information

Main Address

15460 Chaparral Loop West, Peyton, CO 80831

Mailing Address

Phone number

(719) 210-4242

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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Kris Mckinney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

TARA NOLAN ADVISORY SERVICES, LTD

State Registrations and Notice Filings

Exams

Series 65

Date: 2/3/2020

Current Firm

TARA NOLAN ADVISORY SERVICES, LTD

Contact information

Documents

Red Flags

Company Information

TARA NOLAN ADVISORY SERVICES, LTD

TRUST BUT VERIFY

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