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Michael McKinney, Financial Advisor

FINANCIAL ADVISOR
Michael McKinney

CFP®, CRPC™
6233 Bankers Rd Suite 10, Mount Pleasant, WI 53403opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning

About Michael

I was like most high school children, engulfed with basketball practice and stock seminars. Yes, stock seminars. I was introduced to investing probably at an earlier age than most. My dad had turned a hobby of investing into a job for a period of time and I was tugging at his shirt asking him to teach me what the red and green numbers scrolling on the TV meant.

I graduated with a finance degree from the University of Wisconsin-Milwaukee. I applied that knowledge to help run a family business. In 2015, I decided to join Edward Jones. Of all the firms...

Work History

  • Edward JonesNovember 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Northwestern UniversityCertificate
  • Univ of Wisconsin,MilwaukeeBachelors

Personal Interests

  • Spending Time with Family
  • Golfing
  • Traveling

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(262) 554-7187

Fax

(855) 655-9523

Office Address

6233 Bankers Rd Suite 10
Mount Pleasant, WI 53403opens in a new window

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