Brian McKinney
Investment Adviser Representative at Collective Wealth Partners, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brian McKinney is an investment adviser representative with Collective Wealth Partners, LLC in Aurora, CO, where they have been registered since 2022. They have worked in the securities industry since 2012 and have been registered with 8 firms, including GRID 202 Partners and Smart Money Group, LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California, Colorado, Georgia, Maryland, New York, and North Carolina.
Registrations & licenses
- Investment adviser:
- California, Colorado, Georgia, Maryland, New York, North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wishkin, LLCJun 2016 – Dec 2017Atlanta, GA
- DavitaSep 2016 – Jun 2018Denver, CO
- Denver Public SchoolsMay 2018 – May 2020Denver, CO
- Denver Public SchoolsJul 2018 – May 2020Denver, CO
- GRID 202 PartnersJul 2019 – May 2020Aurora, CO
- Smart Money Group LLCJun 2020 – Sep 2020Eastland, TX
- GRID 202 PartnersOct 2020 – Mar 2022Aurora, CO
- Collective Wealth PartnersMar 2022 – no end date reportedAuroa, CO
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Collective Wealth Partners, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- $1 to $500,0001.20%
- $500,001 to $1,000,0001.00%
- $1,000,001 to $2,500,0000.90%
- $2,500,001 to $5,000,0000.80%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive financial planning and investment management including goal setting, cash flow analysis, investment planning and management, insurance planning, tax planning and analysis, estate and legacy planning, and additional planning considerations such as real estate investing, equity compensation, business strategy, major purchases, and socially responsible investing.
Client types the firm serves
Firm assets under management
Under $100M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Atlanta, GA
- Founded:
- 2022
- SEC file number:
- 801-123714
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 19, 2026
View full firm profileOther advisors at Collective Wealth Partners, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian McKinney has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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