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Alan Mckee

37 Years of Experience
St. Joseph, MI
1 DisclosureBroker

Alan Mckee is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in St. Joseph, MI, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2566 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

Fee Structure

Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.

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Location

2900 South State Street St., St. Joseph, MI, 49085

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History

Regulatory History (1)
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Customer Dispute
January 2003
Denied
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2019 - Present · 6 yrs 7 mos
Robert W. Baird & CO. IncorporatedBroker
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
September 2010 - October 2019 · 9 yrs 1 mo
J.J.B. Hilliard, W.L. Lyons, LLCBroker
May 1998 - October 2019 · 21 yrs 5 mos
First of Michigan CorporationBroker
April 1988 - May 1998 · 10 yrs 1 mo
State Registrations43 states
AKALARAZCACOCTDCFLGAHIIAILINKYMAMDMIMNMSNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.