Robert McKeeCRD Number: 1223331
Current Firm: Sagepoint Financial, Inc.
Robert McKee (CRD# 1223331) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Stevensville, MI and has over 34 years of experience in the finance industry. Robert McKee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Creative Financial Designs, Inc.
Raymond James & Associates, Inc.
Northwestern Mutual Investment Services,llc
|Sagepoint Financial||Michigan City, IN||Aug 2012 - Current||5|
|Mckee Investment Group, LLC||Michigan City, IN||May 2009 - Current||8|
|Krieger-mckee And Associates||St. Joseph, MI||Apr 1999 - Current||18|
|Next Financial Group, Inc.||Michigan City, IN||Nov 2004 - Aug 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1984|
Total Assets Under Management4,385MILLIONS
Total Number of Accounts23,011ACCOUNTS
Average Account Value$190,540
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV