Wade Mcfee
Wade Mcfee is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Minneapolis, MN, with 37 years of industry experience. Wade operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4640 Oak Grove Pkwy, Minneapolis, MN, 55443
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Wade owns McFee Holdings, LLC, a real estate holding company, since 2006. He is also an independent insurance agent selling fixed insurance products since 1988, dedicating nearly full-time hours to this. Additionally, Wade is an investment advisory representative with McFee Financial Group since 2023, spending about a quarter of his time on financial planning.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Mcfee Financial Group, INC.
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Locust Street Securities, INC.Broker
State Registrations33 states
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