Who We Are

Kevin McKinley | Principal/Owner

Kevin began working for an investment firm when he was 17 years old. After graduating from the University of Wisconsin in 1988 with a degree in Economics and History, he returned to the same firm to become a financial advisor. He earned the title of Vice President with that firm at the age of 25.

In 2008 he formed his firm McKinley Money LLC to provide investment management and financial planning for individuals and families, while serving them in a fiduciary manner.

In 2002 Simon & Schuster published Kevin's book Make Your Kid a Millionaire — 11 Easy Ways Anyone Can Secure a Child's Financial Future.

For many years his show On Your Money aired each week statewide on Wisconsin Public Radio, and his monthly column on family financial planning was published by Wealth Management, a leading publication for financial advisors. Kevin also wrote a weekly column for the Eau Claire Leader Telegram.

His advice has been featured prominent media outlets such as the New York Times, Wall Street Journal, and Money magazine. In 2005 he was named to the Wisconsin Governor's Council on Financial Literacy*, and in 2018 he received a “Legacy” award from the Governor of Wisconsin for his efforts to promote financial literacy.

Kevin currently serves as the primary advisor for clients of McKinley Money LLC.

Rachel McKinley | Office Manager

Rachel McKinley has been married to Kevin McKinley since 1997. She was born and raised in New Berlin, Wisconsin, the youngest of eight children. She attended the University of Wisconsin-Eau Claire, playing volleyball for the Blugolds and graduating in 1993 with a degree in Kinesiology. She then opened her own massage therapy practice.

In 1999 she founded My Receptionist, a nationwide answering and appointment service designed specifically for alternative healthcare providers. She sold the company in 2002 and began working for the Mayo Clinic as a massage therapist. In 2008 Rachel became the Office Manager of McKinley Money LLC.

Rachel helps clients in many ways, including opening accounts, processing transfers, and oversees their incoming deposits and outgoing payments.

Duncan McKinley | Associate Financial Advisor

Duncan McKinley is the son of Kevin and Rachel McKinley. He graduated from the University of Wisconsin in 2024, majoring in Personal Finance with a certificate in Entrepreneurship.

During his time at UW-Madison, Duncan played for the Wisconsin Badgers football team, while maintaining a 3.70 GPA. He was a four-time Dean's List honoree, a four-time Academic All-Big Ten recipient, and a three-time Big Ten Distinguished Scholar. While still in college he studied for and passed the Series 65 Uniform Investment Adviser Law Exam, and in 2023 he completed the Amplified Planning Financial Planning Externship.

Duncan worked part-time for McKinley Money during his college years, and after graduation he joined the firm on a full-time basis.

Duncan provides background investment and financial planning support services, so that Kevin can maximize the time he spends talking with clients.

Chloe McKinley | Office Assistant

Chloe McKinley is the youngest child of Kevin and Rachel McKinley. She is currently a student at the University of Wisconsin, majoring in Personal Finance with a certificate in Entrepreneurship. She is scheduled to graduate in the spring of 2027.

Chloe is a two-time Dean's List honoree and currently maintains a 3.70 GPA. She has worked in customer service at several retailers, and has served as a guide at the University of Wisconsin’s “Grandparents University”. She recently completed an internship with a leading financial services compliance consultant. She is studying for the Series 65 Uniform Investment Adviser Law Exam, and has successfully completed the Amplified Planning Financial Planning Externship.

Chloe provides support to Rachel, assisting in client files, billing, and portfolio reporting.

Disclosure

McKinley Money, LLC (“Firm”) is an SEC registered investment adviser located in Eau Claire, Wisconsin and Madison, Wisconsin. Registration does not imply a certain level of skill or training. The Firm’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information. Accordingly, the publication of the Firm’s web site on the Internet should not be construed by any consumer and/or prospective client as the Firm’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. A copy of the Firm’s current written disclosure statement discussing McKinley Money, LLC business operations, services, and fees is available by going online via the SEC’s Investment Advisers Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using CRD #145571. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Firm, will be profitable or equal to any historical performance level(s)). The Firm is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice. Each client and prospective client agree, as a condition precedent to access the Firm’s web site, to release and hold harmless the Firm, its officers, directors, owners, employees and agents from all adverse consequences resulting from any actions and/or omissions which are independent of receipt of personalized individual advice from the Firm.