Stephen M. Tilka
Professional summary
Stephen Mark Tilka, who also goes by Stephen Tilka, Steve Tilka, is a registered financial advisor currently at MCKEE WEALTH MANAGEMENT located in Hurricane, West Virginia.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Stephen has worked at 5 firms and has passed the Series 65, Series 63, Series 6, Series 51 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Mark Tilka's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 5, 2021 - Present
MCKEE WEALTH MANAGEMENT
Office #1: 3060 Mount Vernon Road Suite 1, Hurricane, WV 25526December 19, 2018 - April 6, 2020
KUHN CAPITAL PARTNERS
April 7, 2010 - February 9, 2011
ONEAMERICA SECURITIES, INC.
June 19, 2003 - December 31, 2009
ALLSTATE FINANCIAL SERVICES, LLC
March 10, 2003 - May 7, 2003
NEXT FINANCIAL GROUP, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/5/2021)
Exams
Current Firm
MCKEE WEALTH MANAGEMENT
CRD#: 182518 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 2,300,000 |
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.
Company Information
MCKEE WEALTH MANAGEMENT
CRD#: 182518Hurricane, WV 25526TRUST BUT VERIFY
Monitor Stephen Tilka
Get automatic monthly alerts on:
