C.brian McKee (CRD# 1627633) is an Investment Advisor Representative working at Gladstone Wealth Partners in Bloomington, IN and has over 35 years of experience in the finance industry.
CRD# 4737760
Edward Jones
CRD# 5480934
J. W. Cole Advisors, Inc.
CRD# 4059124
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Evansville, IN | Nov 2021 - Current | 2 |
| Gladstone Wealth Partners | Evansville, IN | Nov 2021 - Current | 2 |
| Mckee Financial Resources, Inc. | Evansville, IN | Jun 1996 - Current | 27 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Aug 2009 - Nov 2021 | 12 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Mar 2008 - Nov 2021 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1988 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2009 |
- IN
- TX
-
Total Assets Under Management4,004MILLIONS
-
Total Number of Accounts15,270ACCOUNTS
-
Average Account Value$262,205
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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