JM
JM

Joshua Mckinley

20 Years of Experience
Eden Prairie, MN
Broker

Joshua Mckinley is a registered investment advisor, based in Eden Prairie, MN, with 20 years of industry experience.

Location

7300 Ontario Boulevard, Eden Prairie, MN, 55439

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Joshua is a member and 100% owner of Twig Asset Management LLC since 2019, but has no active daily duties. He also participates in UPREIT and real estate sales for Four Springs Capital Trust, dedicating a few hours per week.

Employment History
Current Registrations
Third Seven Capital LLCBroker
February 2021 - Present · 5 yrs 3 mos
Third Seven Capital LLC
February 2021 - Present · 5 yrs 3 mos
Twig Asset Management, LLC
December 2019 - Present · 6 yrs 5 mos
Previous Registrations
Twig Asset Management, LLC
March 2018 - December 2019 · 1 yr 9 mos
Aei Securities, INC.Broker
July 2014 - January 2021 · 6 yrs 6 mos
The Mutual Fund Store
December 2009 - August 2012 · 2 yrs 8 mos
Aei Securities, INC.Broker
January 2009 - December 2009 · 11 mos
Financial Network Investment CorporationBroker
July 2006 - October 2008 · 2 yrs 3 mos
Morgan Stanley Dw INC.Broker
April 2004 - July 2006 · 2 yrs 3 mos
American Express Financial Advisors INC.Broker
November 2003 - February 2004 · 3 mos
Ids Life Insurance CompanyBroker
November 2003 - February 2004 · 3 mos
State Registrations6 states
CAIDMNNJORWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Joshua Mckinley - Financial Advisor | TrueAdvisor