Macke Financial Advisory Group
Macke Financial Advisory Group (CRD# 111318) is a financial advisory firm headquartered in Fort Myers, FL. They manage $132,430,476 in 719 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management132MILLION
Total Number of Accounts719ACCOUNTS
Average Account Value$184,187
- 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
Todd Macke (CRD# 1450239) is an Investment Advisor Representative working at Macke Financial Advisory Group in Fort Myers, FL and has over 27 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.
Curtis Harrell (CRD# 6823334) 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.