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Kevin M

Series 63, Series 65

Eau-Claire, WI

McKinley Money, LLC

Kevin McKinley is a financial advisor with McKinley Money, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with McKinley Money since 2008. Outside of advising, he is involved in media-related activities, including writing articles for various publications and operating a media company that provides online information and networking tools. McKinley Money, LLC offers discretionary and non-discretionary investment advisory services and financial planning for individual and high-net-worth clients. The firm employs asset-allocation models based on modern portfolio theory and quantitative optimization, with portfolio management delivered exclusively through its wrap fee program.

Wealth management Tax-loss harvesting General estate planning guidance
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Duncan M

Series 65

Eau-Claire, WI

McKinley Money, LLC

Duncan Mckinley is a financial advisor at McKinley Money, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at the University of Wisconsin-Madison from 2020 to 2024. McKinley Money, LLC provides discretionary and non-discretionary investment advisory services and financial planning to individual and high-net-worth clients. The firm manages diversified portfolios using asset-allocation models based on modern portfolio theory, offering its services primarily through a proprietary wrap fee program.

Wealth management Tax-loss harvesting General estate planning guidance
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