Brian Mckinney
Investment adviser representative at Collective Wealth Partners, LLC
10 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$59.9MFirm 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
- Seminars and workshops
Experience
10 years in the industry.
- Collective Wealth Partners, LLCMar 2022 to now
- Grid 202 PartnersOct 2020 to Mar 2022
- Smart Money Group LLCJun 2020 to Sep 2020
- Grid 202 PartnersJul 2019 to May 2020
- Denver Public SchoolsMay 2018 to May 2020
- DavitaSep 2016 to Jun 2018
- Wishkin, LLCJun 2016 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 6 states (CA, CO, GA, MD, NC, NY).
Collective Wealth Partners, LLC
$59.9MAssets managed
209Clients
3Advisers
4 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
- 4860266
- Firm CRD
- 317519