Kris Mckinney
Kris Mckinney is a registered investment advisor at Tara Nolan Advisory Services, LTD, based in Payton, CO, with 6 years of industry experience. Kris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Tara Nolan Advisory Services manages client accounts through third-party money managers. The annual fee ranges from 0.25% to 2.5% of the assets managed by the third-party, depending on the size and complexity of the account. Smaller accounts pay a higher percentage than larger accounts, and fees are negotiable. Tara Nolan Advisory Services may receive a portion of this fee from the money manager or directly from the custodian.
Location
15460 Chaparral Loop West, Payton, CO, 80831
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Regulatory History (1)
Regulatory
December 2019Other Business Activities
Kris is the president of Donzer Enterprise, an S-corp for tax purposes and sales of greeting cards, and Darc Press, which publishes books and DVDs, spending a few hours per week. Kris is also a member of K&T Enterprises, LLC, her husband's real estate business, and spends minimal time on Darc Press producing and selling horse training DVDs.
Employment History
Current Registrations
Tara Nolan Advisory Services, LTD
State Registrations1 state
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.