CM
C.brian B. Mckee
GLADSTONE WEALTH PARTNERS
Indianapolis, IN 46240
Some features on this profile are disabled
CRD#: 1627633
CM
Professional summary
C.brian Brian Mckee, who also goes by C Brian Mckee, C.brian Brian Mckee, Charles Brian Mckee, is a registered financial advisor currently at GLADSTONE WEALTH PARTNERS located in Indianapolis, Indiana and LPL FINANCIAL LLC located in Evansville, Indiana.
C.brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. C.brian has worked at 12 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
C Brian Mckee | C.brian Brian Mckee | Charles Brian Mckee
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 11/2021- MCKEE FINANCIAL RESOURCES INC- DBA for LPL Business (entity for LPL business)- inv. related- EVANSVILLE, IN- start date 11/2021 2) 11/2/2021 - GLADSTONE INSTITUTIONAL ADVISORY LLC - DBA: (Hybrid) Gladstone Wealth Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 11/01/2021 - 200 Hours Per Month/50 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Gladstone Wealth Partners, an independent investment advisor firm. I started this business activity in 11/2021. I expect to spend approximately 200 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 11/2/2021 - GLADSTONE INSTITUTIONAL ADVISORY LLC - DBA: (Hybrid) MCKEE FINANCIAL RESOURCES INC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 11/01/2021 - 200 Hours Per Month/50 Hours During Securities Trading - Time Spent 5% - I provide investment advisory services through Gladstone Wealth Partners, an independent investment advisor firm. I started this business activity in 11/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 10/18/2022 - McKee Financial, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/30/2021 - 0 Hours Per Month/0 Hours During Securities Trading 5) 10/18/2024 - McKee Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/01/1985 - 40 Hours Per Month/ During Trading 6) 10/28/2024 - Gladstone Institutional Adviory, LLC - Registered Investment Advisor Hybrid - Financial Advisor - Investment TRelated - At Reported Business Location(s) - Start Date 11/01/2021 - 40 Hours Per Month/ During Trading - I provide investment advisory services through Gladstone Institutional Adviory, LLC, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7) 01/14/2025 - Non-Variable Insurance - Owner/Agent - Investment Related - At Reported Business Location(s) - Start Date 11/30/2023 - 2 hours per month/ during trading
CRS (Client Relationship Summary) - RIA
Click below to view C.brian Brian Mckee's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 1, 2021 - Present
GLADSTONE WEALTH PARTNERS
Office #1: 9465 Counselors Row Suite 200, Indianapolis, IN 46240Office #2: 727 N. Cross Pointe Blvd Suite C, Evansville, IN 47715Office #3: 1612 S. Liberty Drive Suite A, Bloomington, IN 47403Office #4: 48 N Emerson Ave Suite 100, Greenwood, IN 46143RIA
CRD#: 250787
Indianapolis, IN
Current
November 1, 2021 - Present
LPL FINANCIAL LLC
Office #1: 727 N Cross Pointe Blvd, Ste C, Evansville, IN 47715Office #2: 9465 Counselors Row, Ste 200, Indianapolis, IN 46240Office #3: 1612 S. Liberty Drive, Suite A, Bloomington, IN 47403Office #4: 48 N Emerson Ave, Suite 100, Greenwood, IN 46143RIA
BD
CRD#: 6413
EVANSVILLE, IN
Past
August 6, 2009 - November 5, 2021
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
EVANSVILLE, IN
Past
March 3, 2008 - November 5, 2021
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
EVANSVILLE, IN
Past
March 14, 2002 - March 4, 2008
NEW ENGLAND SECURITIES
BD
CRD#: 615
EVANSVILLE, IN
Past
November 11, 1997 - April 17, 2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
November 11, 1997 - April 17, 2002
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
April 1, 1991 - November 11, 1997
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
PHILADELPHIA, PA
Past
January 13, 1989 - April 1, 1991
PW SECURITIES, INC.
BD
CRD#: 6775
Past
August 4, 1988 - January 18, 1989
JOHN HANCOCK DISTRIBUTORS LLC
BD
CRD#: 5249
Past
November 27, 1987 - August 16, 1988
ONEAMERICA SECURITIES, INC.
BD
CRD#: 4173
Past
November 27, 1987 - August 16, 1988
AMERICAN UNITED LIFE INSURANCE COMPANY
BD
CRD#: 1075
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GW
GLADSTONE WEALTH PARTNERS
AFFINITY WEALTH MANAGEMENT GROUP | WHITE OAK WEALTH PARTNERS | WEALTH FORMAT SYSTEMS, LLC. | TRUE VISION FINANCIAL ADVISORS | THE TEMPLAR FINANCIAL GROUP, LLC | THE CHOICE GROUP | SYMMETRY WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISOR GROUP | SSNA WEALTH | SILVERLEAF WEALTH MANAGEMENT | PUZZLE WEALTH SOLUTIONS, LLC | PUZZLE WEALTH SOLUTIONS LLC | PUZZLE WEALTH PARTNERS | PUZZLE ICS | PRIVATE WEALTH GROUP | PLATINUM WEALTH ADVISORS | PINNACLE WEALTH MANAGEMENT | PERSPECTIVE WEALTH PLANNING | PEAK WEALTH PARTNERS | PALMIERI FINANCIAL GROUP | MCKEE WEALTH MANAGEMENT INC. | MCKEE FINANCIAL, LLC | MCKEE FINANCIAL RESOURCES, INC | MCKEE FINANCIAL RESOURCES INC. | MASTRODIMOS WEALTH GROUP | LIMESTONE FINANCIAL GROUP | LAU WEALTH MANAGEMENT | KEY FINANCIAL ADVISORS, LLC | JOCKEY HOLLOW FINANCIAL SERVICES, LLC | IRUS WEALTH MANAGEMENT | INVESTMENT BY PLANNERS | INTEGRITY WEALTH | INTEGRITY POINT ADVISORS | HOFFMAN FINANCIAL STRATEGIES | HENRY AND HANNAY WEALTH MANAGEMENT | HEARTLAND RETIREMENT GROUP WEALTH MANAGEMENT | HEALTH MEETS WEALTH ADVISORS | GREEN RIDGE WEALTH PLANNING | GLADSTONE WEALTH PARTNERS | GLADSTONE WEALTH GROUP | GLADSTONE INSTITUTIONAL ADVISORY LLC | GLADSTONE CAPITAL MANAGEMENT | FREEDOM INVESTMENT MANAGEMENT GROUP | FOCUSED WEALTH, LLC. | CARBON WEALTH MANAGEMENT INC. | BLUESTONE WEALTH ADVISORS | AVANCE PRIVATE WEALTH MANAGEMENT | AURORA WEALTH ADVISORS | AS WEALTH MANAGEMENT LLC | AFFLUENT WEALTH CONSULTING LLC
CRD#: 250787 / SEC#: 801-101532
RIA
Registered Investment Advisory firm - (7/28/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(11/18/2021)
RR
Alaska(11/22/2021)
RR
Arizona(11/1/2021)
RR
California(11/1/2021)
RR
Colorado(11/1/2021)
RR
Florida(11/1/2021)
RR
Georgia(11/1/2021)
RR
Illinois(11/2/2021)
RR
Indiana(11/1/2021)
IAR
Indiana(11/1/2021)
RR
Iowa(11/1/2021)
RR
Kentucky(11/1/2021)
RR
Minnesota(11/22/2021)
RR
Mississippi(4/10/2024)
RR
Missouri(11/1/2021)
RR
Montana(11/3/2021)
RR
New York(11/1/2021)
RR
North Carolina(11/1/2021)
RR
Ohio(11/1/2021)
RR
Pennsylvania(11/1/2021)
RR
South Carolina(11/1/2021)
RR
Tennessee(11/1/2021)
RR
Texas(11/1/2021)
IAR
Texas(12/8/2022)
RR
Virginia(11/1/2021)
RR
Washington(11/1/2021)
RR
Wisconsin(11/1/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 3/2/2024
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
GW
GLADSTONE WEALTH PARTNERS
AFFINITY WEALTH MANAGEMENT GROUP | WHITE OAK WEALTH PARTNERS | WEALTH FORMAT SYSTEMS, LLC. | TRUE VISION FINANCIAL ADVISORS | THE TEMPLAR FINANCIAL GROUP, LLC | THE CHOICE GROUP | SYMMETRY WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISOR GROUP | SSNA WEALTH | SILVERLEAF WEALTH MANAGEMENT | PUZZLE WEALTH SOLUTIONS, LLC | PUZZLE WEALTH SOLUTIONS LLC | PUZZLE WEALTH PARTNERS | PUZZLE ICS | PRIVATE WEALTH GROUP | PLATINUM WEALTH ADVISORS | PINNACLE WEALTH MANAGEMENT | PERSPECTIVE WEALTH PLANNING | PEAK WEALTH PARTNERS | PALMIERI FINANCIAL GROUP | MCKEE WEALTH MANAGEMENT INC. | MCKEE FINANCIAL, LLC | MCKEE FINANCIAL RESOURCES, INC | MCKEE FINANCIAL RESOURCES INC. | MASTRODIMOS WEALTH GROUP | LIMESTONE FINANCIAL GROUP | LAU WEALTH MANAGEMENT | KEY FINANCIAL ADVISORS, LLC | JOCKEY HOLLOW FINANCIAL SERVICES, LLC | IRUS WEALTH MANAGEMENT | INVESTMENT BY PLANNERS | INTEGRITY WEALTH | INTEGRITY POINT ADVISORS | HOFFMAN FINANCIAL STRATEGIES | HENRY AND HANNAY WEALTH MANAGEMENT | HEARTLAND RETIREMENT GROUP WEALTH MANAGEMENT | HEALTH MEETS WEALTH ADVISORS | GREEN RIDGE WEALTH PLANNING | GLADSTONE WEALTH PARTNERS | GLADSTONE WEALTH GROUP | GLADSTONE INSTITUTIONAL ADVISORY LLC | GLADSTONE CAPITAL MANAGEMENT | FREEDOM INVESTMENT MANAGEMENT GROUP | FOCUSED WEALTH, LLC. | CARBON WEALTH MANAGEMENT INC. | BLUESTONE WEALTH ADVISORS | AVANCE PRIVATE WEALTH MANAGEMENT | AURORA WEALTH ADVISORS | AS WEALTH MANAGEMENT LLC | AFFLUENT WEALTH CONSULTING LLC
CRD#: 250787 / SEC#: 801-101532
RIA
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Contact information
Main Address
2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408
Mailing Address
1545 Us-206 Suite 300, Bedminster, NJ 07921
Phone number
(908) 719-1313
Established
Firm type
Fiscal year end
# of Employees
163
SEC notice filing (50 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 17,810 |
| AUM (Assets Under Management) | $ 4,943,971,956 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
