Macke Financial Advisory Group

Macke Financial Advisory Group (CRD# 111318) is a financial advisory firm headquartered in Fort Myers, FL. They manage $146,867,525 in 453 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
12699 New Brittany Blvd., Fort Myers, FL 33907
https://mackefinancial.com/
By the Numbers
  • Total Assets Under Management
    147
    MILLION
  • Total Number of Accounts
    453
    ACCOUNTS
  • Average Account Value
    $324,211
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
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 Macke, financial advisor Fort Myers FL
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 33 years of experience in the finance industry.

2
Kevin Jordan, financial advisor Fort Myers FL
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 over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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