CM
CM

C.brian Mckee

38 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
97 advisors
Number of Clients
7,910 clients
Average Client Portfolio
$625K average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:None
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Location

727 N. Cross Pointe Blvd, Suite C, Evansville, IN, 47715

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

C.Brian is affiliated with McKee Financial Resources Inc., Gladstone Institutional Advisory LLC, and McKee Wealth Management, providing investment advisory services. He also works as an insurance agent, spending minimal time on non-variable insurance.

Employment History
Current Registrations
Gladstone Wealth Partners
November 2021 - Present · 4 yrs 3 mos
LPL Financial LLCBroker
November 2021 - Present · 4 yrs 3 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
August 2009 - November 2021 · 12 yrs 3 mos
Cambridge Investment Research, INC.Broker
March 2008 - November 2021 · 13 yrs 8 mos
New England SecuritiesBroker
March 2002 - March 2008 · 6 yrs
Lincoln Financial Advisors CorporationBroker
November 1997 - April 2002 · 4 yrs 5 mos
The Lincoln National Life Insurance CompanyBroker
November 1997 - April 2002 · 4 yrs 5 mos
Intersecurities, INC.Broker
April 1991 - November 1997 · 6 yrs 7 mos
Pw Securities, INC.Broker
January 1989 - April 1991 · 2 yrs 3 mos
Manequity, INC.Broker
August 1988 - January 1989 · 5 mos
American United Life Insurance CompanyBroker
November 1987 - August 1988 · 9 mos
Aul Equity Sales CORP.Broker
November 1987 - August 1988 · 9 mos
State Registrations25 states
AKALAZCACOFLGAIAILINKYMNMOMSMTNCNYOHPASCTNTXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.