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Robert Mckee

LPL Financial LLC
42 Years of Experience
Saint Joseph, MI
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Robert Mckee is a registered investment advisor at LPL Financial LLC, based in Saint Joseph, MI, with 42 years of industry experience. Robert 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 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

500 Renaissance Dr Ste 102C, Saint Joseph, MI, 49085

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History

Regulatory History (2)
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.
Customer Dispute
April 2024
Settled
Customer Dispute
March 2024
Withdrawn
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert is involved in several outside business activities, including real estate rentals and McKee Investment Group LLC, which is a DBA for his LPL business. He also engages in non-variable insurance activities and spends minimal time on real estate rental activities.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2019 - Present · 7 yrs 3 mos
LPL Financial LLC
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
Sagepoint Financial, INC.
August 2012 - August 2019 · 7 yrs
Sagepoint Financial, INC.Broker
August 2012 - August 2019 · 7 yrs
Next Financial Group, INC.
November 2004 - August 2012 · 7 yrs 9 mos
Next Financial Group, INC.Broker
November 2004 - August 2012 · 7 yrs 9 mos
Raymond James Financial Services
April 1999 - November 2004 · 5 yrs 7 mos
Raymond James Financial Services, INC.Broker
April 1999 - November 2004 · 5 yrs 7 mos
Wedgewood Partners, INC.Broker
September 1998 - April 1999 · 7 mos
Pinnacle Financial Consultants, INC.Broker
July 1997 - June 1998 · 11 mos
First of America Brokerage Service, INC.Broker
January 1991 - April 1997 · 6 yrs 3 mos
Investment Management & Research, INCBroker
June 1989 - October 1990 · 1 yr 4 mos
American Express Financial Advisors INC.Broker
January 1984 - June 1989 · 5 yrs 5 mos
Ids Life Insurance CompanyBroker
January 1984 - June 1989 · 5 yrs 5 mos
Ids Financial Services INC.Broker
January 1984 - December 1986 · 2 yrs 11 mos
State Registrations13 states
CACTFLILINKYMDMINCNYOHPAVA
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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