Michelle Lynn Mckinnon
Investment adviser representative at Klingman and Associates, LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$5.7BFirm assets
Are you Michelle Lynn Mckinnon? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Klingman and Associates, LLCOct 2019 to now
- Payne Capital Management, LLCSep 2012 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Klingman and Associates, LLC
$5.7BAssets managed
709Clients
9Advisers
19 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
- 6113216
- Firm CRD
- 125618