Rodney Mckinnis
Advisor at MACC IV Group
Updated today
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
MACC IV Group
Location
Chandler, AZ
Credentials
Series 63, Series 66
Industry experience
21 years
About
Rodney Mckinnis is a financial advisor at MACC IV Group with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with MACC IV Group since 2005. In addition to his advisory role, he is the author of the book *Sales Is Simple: From Luck to Leverage* and serves as managing partner of The McKinnis Consulting Group, which focuses on improving sales results for companies. MACC IV Group provides discretionary portfolio management and retirement and investment planning for individuals and trusts, as well as employer-qualified retirement plan services. The firm emphasizes diversified asset allocation through curated mutual fund portfolios tailored to clients’ goals and risk tolerances, and it incorporates technology-enabled estate-planning facilitation and complimentary employer-plan services.
Fee options
$8,000+: 1.25% annually
Account minimum: $8,000 Minimum fee: $25 per quarter for accounts under $8,000 (not to exceed 3% annually)
Location
Chandler, AZ
Most active in
Rodney M has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Georgia · Illinois · Maryland · Texas
Work history
MACC IV Group LLC
2005 - Present (21 years)
The McKinnis Consulting Group
2005 - Present (21 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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