← Tributary

MCKINLEY FINANCIAL

BROOKVILLE, PA · CRD 282443 · IAPD ↗ · mckinleyfin.com · 814-849-8586

$117.2MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — MCKINLEY FINANCIAL (BROOKVILLE, PA) is newly SEC-registered with $117.2M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.