Stephen Mark Tilka
Professional Summary
Stephen Mark Tilka, who also goes by Stephen Tilka, Steve Tilka, was a registered financial advisor. Stephen was a previously registered financial professional and started their career in finance 2003 - 2025. Stephen had worked at 5 firms and has passed the Series 65, Series 63, Series 6, Series 51 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Stephen Tilka, Steve Tilka
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
23 years in the financial services industry
Current & Past Employments
Past
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Current Firm
MCKEE WEALTH MANAGEMENT
Contact Information
Main Address
3060 Mount Vernon Road Suite 1, Hurricane, WV 25526Mailing Address
P.o. Box 30, Scott Depot, WV 25560-0030Phone Number
(304) 760-8900# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
4AUM (Assets Under Management)
$763,454Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 2003About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Feb 2004About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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