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Stephan Mckee

5 Years of Experience
Saint Louis, MO
BrokerSells Insurance

Stephan Mckee is a registered investment advisor, based in Saint Louis, MO, with 5 years of industry experience.

Location

135 West Adams Avenue, Saint Louis, MO, 63122

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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

Stephan works as an insurance agent selling various insurance products, dedicating a few hours per week. He is also a registered investment advisor and representative, spending nearly full-time on these activities.

Employment History
Current Registrations
Great Point Capital LLCBroker
October 2023 - Present · 2 yrs 7 mos
25 Financial
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Arete Wealth Advisors, LLC
August 2020 - October 2023 · 3 yrs 2 mos
Arete Wealth Management, LLCBroker
May 2020 - October 2023 · 3 yrs 5 mos
State Registrations3 states
COMOVA
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.