Kevin McKinley has been Managing Member and CCO of McKinley Money since September 2007, is a control person of the firm and directly owns 75% or more of it. Kevin McKinley holds a Degree in Economics and History from 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.
Kevin McKinley is Principal/Owner of McKinley Money LLC. He began working for an investment firm at 17 and, after graduating from the University of Wisconsin in 1988, returned to that firm to become a financial advisor, earning the title of Vice President there at 25. In 2008 he formed McKinley Money LLC to provide investment management and financial planning for individuals and families. He serves as the primary advisor for the firm's clients.
Kevin McKinley’s longest registration is the current one, 18 years at McKinley Money since 2008. Before joining McKinley Money in 2008, Kevin McKinley was registered through Robert W. Baird & Co. Incorporated.
- McKinley Money, LLCCurrent– present · 18 yearsEau-Claire, WI · Adviser representative · Firm CRD 145571
- Robert W. Baird & Co. Incorporated– · under a yearEau Claire, WI · Adviser representative · Firm CRD 8158
Investment adviser representative registrations
Kevin McKinley is registered as an investment adviser representative in 2 states. The first approvals date from January 2008; the most recent is Texas, in July 2008.
- TexasSince 10 July 2008
- WisconsinSince 9 January 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 August 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 September 1988 |
| Series 7 | General Securities Representative Examination | 20 August 1988 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kevin Paul McKinley
- CRD
- 1177018
- Firm
- McKinley Money · CRD 145571
- Role
- Managing Member and CCO
- Office
- N3579 1010TH ST, Eau-Claire, WI 54703
- Registration
- Investment adviser registration
- In the industry since
- August 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mckinleymoney.com
Where does Kevin McKinley work?
Kevin McKinley has been Managing Member and CCO of McKinley Money, LLC since September 2007, and is a control person of the firm.
Is Kevin McKinley a financial advisor?
Yes. Kevin McKinley has a current investment-adviser registration in Texas and Wisconsin, through McKinley Money since January 2008.
How many years of experience does Kevin McKinley have?
Kevin McKinley has 19 years in the financial industry, since August 2007, across 2 adviser firms.
What exams has Kevin McKinley passed?
Kevin McKinley has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in August 1988.
Where is Kevin McKinley based?
Kevin McKinley’s registered office is in Eau-Claire, WI.
Is Kevin McKinley registered with FINRA?
No. Kevin McKinley has no current broker registration.
How can I verify Kevin McKinley’s record?
Search CRD 1177018 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin McKinley’s full registration record.