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RIA / WealthAdvisorCertified Financial Planner21 years in industry

Brian McKinney

Advisor at COLLECTIVE WEALTH PARTNERS, LLC

Aurora, CO | ATLANTA, GA

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Search this name across graphsid dfx:ria:d8c5a62a-eca6-4ea3-1697-114c442a7f45

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Nov 18, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COLLECTIVE WEALTH PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 17, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 6
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Nov 17, 2004
First registration: Nov 18, 2004
Dual registered: no
Other names: BRIAN MCKINNEY|BRIAN C MCKINNEY
IAPD individual key: 4860266

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COLLECTIVE WEALTH PARTNERS, LLC	Independent wealth	Apr 14, 2022	n/a	yes	Aurora, CO\|ATLANTA, GA	Current employment
SMART MONEY GROUP, LLC	Independent wealth	Jun 19, 2020	Sep 16, 2020	no	EASTLAND, TX	Previous registration
RE-ENVISION WEALTH	Independent wealth	Sep 13, 2019	Jul 30, 2022	no	AURORA, CO	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Apr 4, 2014	Aug 24, 2016	no	ATLANTA, GA\|Atlanta, GA	Previous registration
AXIS FINANCIAL PARTNERS, LLC	n/a	Jul 2, 2012	Dec 3, 2012	no	ATLANTA, GA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 27, 2010	Oct 18, 2010	no	ATLANTA, GA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Dec 5, 2006	Jun 8, 2009	no	NEW YORK, NY\|NEW YORK, NY\|NEW YORK, NY	Previous registration
BLACKROCK INVESTMENT MANAGEMENT, LLC	Asset manager	Sep 29, 2006	Feb 6, 2007	no	PLAINSBORO, NJ	Previous registration
MERRILL LYNCH INVESTMENT MANAGERS LP	n/a	Nov 18, 2004	Sep 29, 2006	no	PLAINSBORO, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RE-ENVISION WEALTH	SMART MONEY GROUP, LLC	Jul 30, 2022	Jun 19, 2020	-771	Firm change after gap	RIA to RIA
SMART MONEY GROUP, LLC	COLLECTIVE WEALTH PARTNERS, LLC	Sep 16, 2020	Apr 14, 2022	575	Firm change after gap	RIA to RIA
USAA FINANCIAL PLANNING SERVICES	RE-ENVISION WEALTH	Aug 24, 2016	Sep 13, 2019	1,115	Firm change after gap	Other
AXIS FINANCIAL PARTNERS, LLC	USAA FINANCIAL PLANNING SERVICES	Dec 3, 2012	Apr 4, 2014	487	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	AXIS FINANCIAL PARTNERS, LLC	Oct 18, 2010	Jul 2, 2012	623	Firm change after gap	Other
BLACKROCK INVESTMENT MANAGEMENT, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Feb 6, 2007	Dec 5, 2006	-63	Firm change after gap	Other
MERRILL LYNCH INVESTMENT MANAGERS LP	BLACKROCK INVESTMENT MANAGEMENT, LLC	Sep 29, 2006	Sep 29, 2006	0	Bulk transfer	Other

Relationships

Registered with (8)

→ COLLECTIVE WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Apr 14, 2022 to presentfactForm ADV
→ RE-ENVISION WEALTHRegistered adviserregistration: previous registration
Sep 13, 2019 to Jul 30, 2022factForm ADV
→ SMART MONEY GROUP, LLCRegistered adviserregistration: previous registration
Jun 19, 2020 to Sep 16, 2020factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Apr 4, 2014 to Aug 24, 2016factForm ADV
→ AXIS FINANCIAL PARTNERS, LLCRegistered adviserregistration: previous registration
Jul 2, 2012 to Dec 3, 2012factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 27, 2010 to Oct 18, 2010factForm ADV
→ BLACKROCK INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 29, 2006 to Feb 6, 2007factForm ADV
→ MERRILL LYNCH INVESTMENT MANAGERS LPRegistered adviserregistration: previous registration
Nov 18, 2004 to Sep 29, 2006factForm ADV

Dated events

Occurred
Jul 30, 2022
Advisor changed firm
Brian Mckinney left Re-Envision Wealth for Smart Money Group, Llc (registered 2020-06-19)
Form ADVobserved 6 days ago