Duncan McKinley has been an investment adviser representative at McKinley Money since February 2025, and is not listed among the firm’s executive officers or direct owners. Duncan McKinley holds a Certificate in Entrepreneurship from the University of Wisconsin. Duncan McKinley studied at the University of Wisconsin.
McKinley Money, LLC is an Eau-Claire, WI firm with $164M under management, 162 clients and 2 advisers across 3 offices, as of its April 2026 filing.
Duncan McKinley is Associate Financial Advisor at McKinley Money LLC. He provides background investment and financial planning support services so that Kevin McKinley can spend more time talking with clients. He worked part-time for the firm during college and joined it full-time after graduation.
Investment adviser representative registrations
Duncan McKinley is registered as an investment adviser representative in Wisconsin, since February 2025.
- WisconsinSince 5 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 August 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Duncan Paul McKinley
- CRD
- 8041013
- Firm
- McKinley Money · CRD 145571
- Office
- 2858 HARVEY STREET, Madison, WI 53705
- Registration
- Investment adviser registration
- In the industry since
- February 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mckinleymoney.com
Where does Duncan McKinley work?
Duncan McKinley is an investment adviser representative registered through McKinley Money, LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Duncan McKinley a financial advisor?
Yes. Duncan McKinley has a current investment-adviser registration in Wisconsin, through McKinley Money since February 2025.
How many years of experience does Duncan McKinley have?
Duncan McKinley has 1 year in the financial industry, since February 2025, across 1 adviser firm.
What exams has Duncan McKinley passed?
Duncan McKinley passed the Series 65 in August 2023.
Where is Duncan McKinley based?
Duncan McKinley’s registered office is in Madison, WI.
Is Duncan McKinley registered with FINRA?
No. Duncan McKinley has no current broker registration.
How can I verify Duncan McKinley’s record?
Search CRD 8041013 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Duncan McKinley’s full registration record.
