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C.brian Mckee

Gladstone Wealth Partners
38 Years of Experience
Bloomington, IN
BrokerSells Insurance
View SEC Summary
View SEC Summary

C.brian Mckee is a registered investment advisor at Gladstone Wealth Partners, based in Bloomington, IN, with 38 years of industry experience. C.brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 8,385 clients with $5.7B in assets under management.

Gladstone Wealth Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
106 advisors
Number of Clients
8,385 clients
Average Client Portfolio
$678K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum investment management fee is 2.00% of assets under management. Fees are negotiable and may vary based on account size, complexity, and scope of services.

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

Location

1612 S. Liberty Drive, Suite A, Bloomington, IN, 47403

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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
LPL Financial LLCBroker
November 2021 - Present · 4 yrs 11 mos
Gladstone Wealth Partners
November 2021 - Present · 4 yrs 11 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
The Lincoln National Life Insurance CompanyBroker
November 1997 - April 2002 · 4 yrs 5 mos
Lincoln Financial Advisors CorporationBroker
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
Aul Equity Sales CORP.Broker
November 1987 - August 1988 · 9 mos
American United Life Insurance CompanyBroker
November 1987 - August 1988 · 9 mos
State Registrations26 states
AKALAZCACOCTFLGAIAILINKYMNMOMSMTNCNYOHPASCTNTXVAWAWI
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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