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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Regulatory History
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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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
Third Seven Capital LLC
Twig Asset Management, LLC
Previous Registrations
Twig Asset Management, LLC
Aei Securities, INC.Broker
The Mutual Fund Store
Aei Securities, INC.Broker
Financial Network Investment CorporationBroker
Morgan Stanley Dw INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations6 states
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.