CK
CK
Collin Kee is a registered investment advisor at Wells Fargo Advisors, based in Canton, GA, with 24 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
Loading...
Location
6145 Hickory Flat Hwy, Canton, GA, 30115
Get directionsHistory
Regulatory History (1)
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 2005Denied
Employment History
Current Registrations
Wells Fargo Advisors
August 2024 - Present · 1 yr 9 mos
Wells Fargo Clearing Services, LLCBroker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Cuso Financial Services, L.P.
January 2011 - August 2024 · 13 yrs 7 mos
Cuso Financial Services, L.P.Broker
January 2011 - August 2024 · 13 yrs 7 mos
CUNA Brokerage Services, INC.
October 2008 - January 2011 · 2 yrs 3 mos
CUNA Brokerage Services, INC.Broker
September 2008 - January 2011 · 2 yrs 4 mos
Aig Retirement Advisors, INC.
October 2006 - September 2008 · 1 yr 11 mos
Aig Retirement Advisors, INC.Broker
October 2006 - September 2008 · 1 yr 11 mos
1717 Capital Management Company
August 2005 - October 2006 · 1 yr 2 mos
1717 Capital Management CompanyBroker
August 2005 - October 2006 · 1 yr 2 mos
Nationwide Securities, INC.Broker
October 2004 - June 2005 · 8 mos
Intersecurities, INC.
October 2003 - October 2004 · 1 yr
World Group Securities, INC.Broker
September 2003 - September 2004 · 1 yr
Usallianz Securities, INC.Broker
May 2002 - September 2003 · 1 yr 4 mos
MML Investors Services, INC.Broker
December 2001 - May 2002 · 5 mos
State Registrations6 states
AZGAKYMDNJTN
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.