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John Mitchell Mckinley

Investment adviser representative at Fortify Wealth, Inc.
23 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$115MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

23 years in the industry.

  1. Fortify Wealth, Inc.Jul 2018 to now
  2. Mckinley Financial Resources, IncApr 2003 to now
  3. Kestra Advisory Services, LLCApr 2016 to Jul 2018
  4. Kestra Investment Services, IncApr 2016 to Jul 2018
  5. Financial Resources of ST. LouisApr 2003 to Jul 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 2 states (MO, TX).

Fortify Wealth, Inc.

$115MAssets managed
79Clients
3Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4857813
Firm CRD
297433
Advisor's SEC record (opens in a new tab)
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