Advisor at McKinley Money, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
McKinley Money, LLC
Location
Eau Claire, WI 54703
Credentials
Series 63, Series 65
Industry experience
18 years
Kevin McKinley is a financial advisor with McKinley Money, LLC in Eau Claire, WI, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with McKinley Money since 2008. Outside of advising, he owns media companies focused on speaking engagements, writing, and social networking tools related to financial topics. McKinley Money, LLC provides discretionary and non-discretionary investment advisory services and financial planning for individual and high-net-worth clients. The firm employs asset-allocation models based on modern portfolio theory and quantitative analysis, offering diversified portfolios with periodic rebalancing and quarterly account reviews.
Based on McKinley Money, LLC
$0 - $500,000: 1.00% $500,001 - $750,000: 0.80% $750,001 - $1,000,000: 0.70% $1,000,001 - $2,500,000: 0.60% $2,500,001+: 0.40%
Up to $500 per hour for financial planning and consulting services
Account minimum: $500,000 (minimum may be waived at firm's discretion) Minimum fee: Minimum annual fee of $2,500
N3579 1010 Th St
Eau Claire, WI 54703
Texas · Wisconsin
McKinley Money, LLC
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
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