Brian Kinney (CRD# 6535987) is an Investment Advisor Representative working at Financial Life Journeys in Peyton, CO and has over 8 years of experience in the finance industry. Brian Kinney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1036566
Buswell Associates, Inc.
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Life Journeys | Peyton, CO | Dec 2019 - Current | 4 |
| The Navigators | Colorado Springs, CO | Jul 2017 - Current | 6 |
| Us Air Force Reserve | Colorado Springs, CO | Jul 2015 - Current | 8 |
| First Ascent Financial | Colorado Springs, CO | Nov 2017 - Dec 2019 | 2 |
| Alpers Financial Planning, Inc. | Colorado Springs, CO | Jan 2016 - Jun 2017 | 1 |
| Strasbaugh Financial Advisory, Inc. | Colorado Springs, CO | Apr 2015 - Nov 2015 | < 1 |
| Us Air Force | Osan Air Force Base, | Jun 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
- CO
- TX
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts37ACCOUNTS
-
Average Account Value$116,891
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, TX
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