Mckinley Money, LLC

Mckinley Money, LLC (CRD# 145571) is a financial advisory firm headquartered in Eau Claire, WI. They manage $65,756,819 in 537 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    537
    ACCOUNTS
  • Average Account Value
    $122,452
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX, WI

Financial Advisors at Mckinley Money, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kevin P. McKinley
CRD#: 1177018
216 N Midvale Blvd, Madison, WI 53705
96
Wealthminder
score

Kevin McKinley (CRD# 1177018) is an Investment Advisor Representative working at Mckinley Money, LLC in Madison, WI and has over 29 years of experience in the finance industry. Kevin McKinley 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.

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