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Don Edward Mckinley

Fortify Wealth, Inc.

St. Louis, MO

CRD 328939

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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:

Current Employers
Fortify Wealth, Inc.

106 W. Madison Avenue Suite 240, St. Louis, MO 63122 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2018-07-16
  • MO RA
    APPROVED
    Since 2018-07-16

Branch Locations

106 W. Madison Avenue Suite 240, St. Louis, MO 63122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mckinley Financial Resources, Inc. St. Louis MO 02/1983 Present
Nfp Advisor Services, Llc St Louis MO 08/2005 09/2016
Financial Resources Of St. Louis, Inc. St. Louis MO 01/1984 07/2018
Kestra Advisory Services, Llc Austin TX 04/2016 07/2018
Fortify Wealth, Inc. St. Louis MO 07/2018 Present
Kestra Investment Services, Inc St. Louis MO 08/2005 07/2018
  • 02/1983 → Present
    Mckinley Financial Resources, Inc.
    St. Louis, MO
  • 08/2005 → 09/2016
    Nfp Advisor Services, Llc
    St Louis, MO
  • 01/1984 → 07/2018
    Financial Resources Of St. Louis, Inc.
    St. Louis, MO
  • 04/2016 → 07/2018
    Austin, TX
  • 07/2018 → Present
    St. Louis, MO
  • 08/2005 → 07/2018
    Kestra Investment Services, Inc
    St. Louis, MO
Previous Registrations
  • 2016-04-20 → 2018-07-12
    St. Louis, MO
  • 2005-08-31 → 2016-09-22
    Kestra Investment Services, Llc
    St. Louis, MO
    St. Louis, MO
  • 1995-10-31 → 2005-12-13
    Financial Resources Of St. Louis, Inc.
    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: CEO/Insurance Agent Start Date: 6/22/1976 Hours per month: 31% - 40% (49 - 64 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: Sales and Administration

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-04-18
S63 Uniform Securities Agent State Law Examination 1987-01-16
  • S65 Uniform Investment Adviser Law Examination
    1996-04-18
  • S63 Uniform Securities Agent State Law Examination
    1987-01-16
Designations
  • Chartered Financial Consultant
Other Names
  • Don Edward Mckinley

View on SEC IAPD

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