Kendra McKinney has been an investment adviser representative at Pinnacle Wealth Management Group since June 2020, and is not listed among the firm’s executive officers or direct owners. Kendra McKinney holds a Bachelor of Business Administration in Accounting from the University of Michigan-Dearborn.
Pinnacle Wealth Management Group, Inc. is a Plymouth, MI firm with $244M under management, 209 clients and 4 advisers in one office, as of its September 2026 filing.
Kendra A. McKinney is Vice President of Wealth Management at Pinnacle Wealth Management Group, Inc. She focuses on building personal relationships with her clients to ensure that their needs come first. Before joining Pinnacle, she served as North American Support Team Lead, Accountant, and Office Manager at POOL4TOOL America, LLC.
- – present · 6 yearsPlymouth, MI · Adviser representative · Firm CRD 281935
Investment adviser representative registrations
Kendra McKinney is registered as an investment adviser representative in 2 states. The first approvals date from June 2020; the most recent is New York, in November 2021.
- MichiganSince 11 June 2020
- New YorkSince 11 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 June 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kendra Anne McKinney
- CRD
- 6857204
- Firm
- Pinnacle Wealth Management Group · CRD 281935
- Office
- 849 PENNIMAN SUITE 201, Plymouth, MI 48170
- Registration
- Investment adviser registration
- In the industry since
- June 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pwmgi.com
Where does Kendra McKinney work?
Kendra McKinney is an investment adviser representative registered through Pinnacle Wealth Management Group, Inc. since June 2020, and is not listed among the firm’s executive officers or direct owners.
Is Kendra McKinney a financial advisor?
Yes. Kendra McKinney has a current investment-adviser registration in Michigan and New York, through Pinnacle Wealth Management Group since June 2020.
How many years of experience does Kendra McKinney have?
Kendra McKinney has 6 years in the financial industry, since June 2020, across 1 adviser firm.
What exams has Kendra McKinney passed?
Kendra McKinney passed the Series 65 in June 2020.
Where is Kendra McKinney based?
Kendra McKinney’s registered office is in Plymouth, MI.
Is Kendra McKinney registered with FINRA?
No. Kendra McKinney has no current broker registration.
How can I verify Kendra McKinney’s record?
Search CRD 6857204 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kendra McKinney’s full registration record.
