Stephan McKee (CRD# 7208371) is an Investment Advisor Representative working at 25 Financial in Saint Louis, MO and has over 3 years of experience in the finance industry.
CRD# 4815893
Edward Jones
CRD# 2692648
Arbor Point Advisors
CRD# 5461354
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Great Point Capital, LLC | Chicago, IL | Oct 2023 - Current | < 1 |
| 25 Financial | Saint Louis, MO | Jun 2022 - Current | 1 |
| Arete Wealth Advisors LLC | Chicago, IL | Aug 2020 - Oct 2023 | 3 |
| Arete Wealth Management LLC | Chicago, IL | Dec 2019 - Oct 2023 | 3 |
| Eric Construction | Maryland Heights, MO | Apr 2019 - Sep 2019 | < 1 |
| Practical Pocus | Cuba, MO | Nov 2018 - Apr 2019 | < 1 |
| Unemployed | Cuba, MO | May 2018 - Nov 2018 | < 1 |
| U.s. Army | Columbia, MO | May 2011 - May 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2020 |
- MO
-
Total Assets Under Management409MILLIONS
-
Total Number of Accounts2,600ACCOUNTS
-
Average Account Value$157,115
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AK, AZ, CA, CO, FL, GA, IA, IL, KS, LA, MO, NC, NE, NY, OH, OR, PA, TN, TX, VA, WA
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