Kendra McKinney, financial advisor Plymouth MI

Kendra McKinney

CRD Number: 6857204
Current Firm: Pinnacle Wealth Management Group, Inc.

Kendra McKinney (CRD# 6857204) is an Investment Advisor Representative working at Pinnacle Wealth Management Group, Inc. in Plymouth, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Pinnacle Wealth Management Group, Inc. Plymouth, MI Jul 2017 - Current 6
Jaggaer Farmington Hills, MI Nov 2009 - Jul 2017 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2020
Contact Info for Kendra A. McKinney
Phone Number: 734-667-5581
Firm Website: http://www.pwmgi.com
Registered State(s):
  • MI
  • NY
By the Numbers
  • Total Assets Under Management
    164
    MILLIONS
  • Total Number of Accounts
    528
    ACCOUNTS
  • Average Account Value
    $310,540
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, MI, NY

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