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McKinley Money, LLC

EST. AUM
$163,729,560

CONTACTS
2

CLIENT ACCOUNTS
574

Firm Details

Metro area Milwaukee
CRD Number 145571
Website mckinleymoney.com
Client types

Overview

McKinley Money, LLC is an independent registered investment advisory firm based in Eau Claire, Wisconsin. Founded and led by Kevin McKinley, the firm specializes in providing personalized financial planning, advice, and investment management services to individuals. With over 35 years of experience in the financial industry, Kevin McKinley emphasizes building long-term relationships with clients, offering guidance on various financial matters, from everyday decisions to complex multi-generational wealth management. The firm's primary objective is to help clients understand their current financial standing, assess their progress toward goals, and implement strategies to achieve those goals efficiently.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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