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Michael Mckean

Infinity Financial Services Advisory
37 Years of Experience
Livermore, CA
12 DisclosuresBrokerSells Insurance
View SEC Summary
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Michael Mckean is a registered investment advisor at Infinity Financial Services Advisory, based in Livermore, CA, with 37 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 657 clients with $170M in assets under management.

Infinity Financial Services Advisory
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
657 clients
Average Client Portfolio
$265K average
Assets Under Management
$174.0M

Fee Structure

Investment management only (planning not offered)

Infinity Financial Services Advisory charges a fee for portfolio management based on the value of your portfolio, though the exact percentage rates are not specified in the available text.

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Location

Livermore, CA

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History

Regulatory History (12)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
March 2026
Judgment / Lien
June 2016
Employment Separation After Allegations
November 2015
Judgment / Lien
March 2015
Judgment / Lien
July 2013
Judgment / Lien
February 2012
Judgment / Lien
January 2010
Judgment / Lien
May 2008
Judgment / Lien
February 2007
Judgment / Lien
September 2006
Judgment / Lien
August 1999
Judgment / Lien
March 1997
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael is the owner of NorCal Benefit Solutions since 2007, selling health and life insurance. He dedicates minimal time to this activity.

Employment History
Current Registrations
Infinity Financial Services Advisory
April 2020 - Present · 6 yrs 6 mos
Infinity Financial ServicesBroker
April 2016 - Present · 10 yrs 6 mos
Previous Registrations
Infinity Financial Services
April 2016 - December 2020 · 4 yrs 8 mos
Securities America, INC.Broker
January 2009 - December 2015 · 6 yrs 11 mos
Securities America Advisors, INC.
January 2009 - December 2015 · 6 yrs 11 mos
Brecek & Young Advisors, INC.
March 2006 - January 2009 · 2 yrs 10 mos
Brecek & Young Advisors, INC.Broker
March 2006 - January 2009 · 2 yrs 10 mos
United Securities Alliance, INC.
September 2005 - March 2006 · 6 mos
United Securities Alliance, INC.Broker
January 2005 - March 2006 · 1 yr 2 mos
Intervest International Equities CorporationBroker
December 1999 - January 2005 · 5 yrs 1 mo
Royal Alliance Associates, INC.Broker
July 1994 - November 1997 · 3 yrs 4 mos
Cypress Capital CorporationBroker
June 1993 - December 1993 · 6 mos
Lehman Brothers INC.Broker
August 1990 - July 1991 · 11 mos
Lasalle St Securities, L.L.C.Broker
June 1989 - September 1990 · 1 yr 3 mos
Sutro & CO. IncorporatedBroker
June 1988 - June 1989 · 1 yr
Shearson Lehman Hutton INC.Broker
May 1988 - July 1988 · 2 mos
E. F. Hutton & Company INCBroker
October 1985 - May 1988 · 2 yrs 7 mos
Thomson Mckinnon Securities INC.Broker
September 1984 - October 1985 · 1 yr 1 mo
Contisecurities, INC.Broker
September 1984 - January 1985 · 4 mos
State Registrations1 state
CA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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