Duncan P. Mckinley

MCKINLEY MONEY

MADISON, WI 53705

CRD#: 8041013

Some features on this profile are disabled

Professional summary

Duncan Paul Mckinley is a registered financial advisor currently at MCKINLEY MONEY, LLC located in Madison, Wisconsin.

Duncan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Duncan has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Duncan Paul Mckinley'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®

None

Experience

Current

February 5, 2025 - Present

MCKINLEY MONEY, LLC

Office #1: 2858 Harvey Street, Madison, WI 53705

RIA

CRD#: 145571

MADISON, WI

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".

MCKINLEY MONEY, LLC

MCKINLEY MONEY, LLC | MMAM, LLC | MCKINLEY, KEVIN PAUL | MCKINLEY, KEVIN

CRD#: 145571 / SEC#: 801-132140

RIA

Registered Investment Advisory firm - (3/10/2025 Approved)

Texas

Registered Investment Advisory firm - (3/11/2025 Terminated)

Wisconsin

Registered Investment Advisory firm - (3/11/2025 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

Wisconsin
(2/5/2025)

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: 8/8/2023

Uniform Investment Adviser Law Examination

Current Firm

MCKINLEY MONEY, LLC

MCKINLEY MONEY, LLC | MMAM, LLC | MCKINLEY, KEVIN PAUL | MCKINLEY, KEVIN

CRD#: 145571 / SEC#: 801-132140

RIA

Registered Investment Advisory firm - (3/10/2025 Approved)

Texas

Registered Investment Advisory firm - (3/11/2025 Terminated)

Wisconsin

Registered Investment Advisory firm - (3/11/2025 Terminated)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

N3579 1010th St, Eau-claire, WI 54703

Mailing Address

P.o. Box 1418, Eau-claire, WI 54702

Phone number

(715) 835-2732

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	574
AUM (Assets Under Management)	$ 163,729,560

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.

Similar Advisors

Nilufar Barak

KEY INVESTMENT SERVICES LLC

IAR

BROOKLYN, OH

Maria Zimiga

J.P. MORGAN SECURITIES LLC

TOLUCA LAKE, CA

Lisa Grimes

SANCTUARY ADVISORS, LLC

IAR

MIAMI, FL

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Duncan P. Mckinley

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Duncan Paul Mckinley's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCKINLEY MONEY, LLC

Primary Firm SEC Registration

MCKINLEY MONEY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/8/2023

Current Firm

MCKINLEY MONEY, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Regulatory assets under management

Red Flags

Company Information

MCKINLEY MONEY, LLC

TRUST BUT VERIFY

Similar Advisors