Managing Member and CCO · McKinley Money, LLC
Kevin P. McKinley
CRD 1177018 · Named on Form ADV at one SEC-registered adviser
At a glance
McKinley Money, LLC, an SEC-registered wealth manager based in Eau-Claire, WI with $164 million in regulatory assets, lists Kevin P. McKinley on its Form ADV as Managing Member and CCO, a control person.
Firms and roles
- McKinley Money, LLCManaging Member and CCOWealth manager · Eau-Claire, WI · $164M in regulatory assets
AtlasMembers
Kevin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kevin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.