Duncan Mckinley is a registered investment advisor at Mckinley Money, LLC, based in Madison, WI, with 1 years of industry experience. Duncan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 152 clients with $130M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$134.8M
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Location
2858 Harvey Street, Madison, WI, 53705
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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.
Learn about disclosures →Employment History
Current Registrations
Mckinley Money, LLC
February 2025 - Present · 1 yr 3 mos
State Registrations1 state
WI
Advisor
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.