John Mitchell Mckinley

Employer firm

Fortify Wealth, Inc. CRD 297433

$115M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

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

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

Current Employers

Employment History

• 04/2003 → 07/2018
  Financial Resources Of St. Louis
  St. Louis, MO
• 09/2005 → 09/2016
  Nfp Advisor Services, Llc
  St. Louis, MO
• 04/2003 → Present
  Mckinley Financial Resources, Inc
  St Louis, MO
• 04/2016 → 07/2018
  Kestra Investment Services, Inc
  Austin, TX
• 07/2018 → Present
  Fortify Wealth, Inc.
  St. Louis, MO
• 04/2016 → 07/2018
  Kestra Advisory Services, Llc
  St. Louis, MO

Previous Registrations

• 2016-04-20 → 2018-07-12
  Kestra Advisory Services, Llc
  St. Loui, MO
• 2005-09-02 → 2016-09-22
  Kestra Investment Services, Llc
  St. Louis, MO
  St. Louis, MO

Other Businesses

Business Name: McKinley Financial Resources, Inc. Investment Related: Yes Address: 106 w Madison Suite 240 St Louis MO 63122. Nature of Business: Insurance Position, Title or Relationship: I serve as vice-president Start Date: 4/3/2003 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Through the financial planning process, we assess if clients have an insurance need and will go to the marketplace to shop the specific insurance that will fill our clients gap in coverage. We advise clients to go with another insurance agent if they can receive a better value for coverage.Business Name: Financial Resources of St. Louis, Inc.

Exams

• S66 Uniform Combined State Law Examination
  2005-03-17

Designations

• Certified Financial Planner

Other Names

• John Mckinley