Kevin Robert Mckinnon

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → Present
  Wells Fargo Advisors Financial Network, Llc
  Fort Lauderdale, FL

Previous Registrations

• 2003-05-15 → 2012-10-12
  Ubs Financial Services Inc.
  Ft Lauderdale, FL
  Ft. Lauderdale, FL

Other Businesses

MCKINNON WEALTH MANAGEMENT DBA MCKINNON WRIGHT WEALTH MANAGEMENT; INVESTMENT RELATED; FT. LAUDERDALE,FL; 70% OWNERSHIP; START DATE 10/04/2012; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 160; OWNER OF FINET PRACTICE. | TRUSTEE FOR MOTHER; INV. RELATED; BOCA RATON, FL; START DATE 12/26/2022; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 2.| TRUSTEE FOR FATHER; INV. RELATED; BOCA RATON, FL; START DATE 12/26/2022; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 2.| KC MCKINNON HOLDINGS LLC; INV RELATED; BOCA RATON, FL; 100% OWNERSHIP WITH SPOUSE; START DATE 4/30/2024; 1 HOUR PER MONTH; 0 DURING TRADING; FINET PRACTICE.| SPANISH RIVER CHURCH; NOT INV RELATED; BOCA RATON, FL; TREASURER; START DATE 01/01/2025; 5 HOURS PER MONTH; 0 HOURS DURING TRADING

Exams

• S66 Uniform Combined State Law Examination
  2003-05-12

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Kevin Mckinnon