Macke Financial Advisory Group

Macke Financial Advisory Group (CRD# 111318) is a financial advisory firm headquartered in Fort Myers, FL. They manage $128,331,963 in 511 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    511
    ACCOUNTS
  • Average Account Value
    $251,139
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, OH

Financial Advisors at Macke Financial Advisory Group
Showing 1 - 2 of 2 top financial advisors.
1
Todd C. Macke
CRD#: 1450239
12699 New Brittany Blvd., Fort Myers, FL 33907

Todd Macke (CRD# 1450239) is an Investment Advisor Representative working at Macke Financial Advisory Group in Fort Myers, FL and has over 30 years of experience in the finance industry. Todd Macke 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.

2
Kevin P. Jordan
CRD#: 7265296
12699 New Brittany Blvd., Fort Myers, FL 33907

Kevin Jordan (CRD# 7265296) is an Investment Advisor Representative working at Macke Financial Advisory Group in Fort Myers, FL and has 1 year of experience in the finance industry.

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