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Stephen M. Tilka

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CRD#: 1879162
ST

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Stephen Mark Tilka, who also goes by Stephen Tilka, Steve Tilka, was a registered financial professional .

Stephen is a previously registered financial professional and started their career in finance in 2003. Stephen had worked at 5 firms and has passed the Series 65, Series 63, Series 6, Series 51 and Series 26 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Stephen Tilka | Steve Tilka

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 5, 2021 - November 14, 2025

MCKEE WEALTH MANAGEMENT

RIA
CRD#: 182518
HURRICANE, WV
Past

December 19, 2018 - April 6, 2020

KUHN CAPITAL PARTNERS

RIA
CRD#: 283028
GAHANNA, OH
Past

April 7, 2010 - February 9, 2011

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
CINCINNATI, OH
Past

June 19, 2003 - December 31, 2009

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
LOUISVILLE, KY
Past

March 10, 2003 - May 7, 2003

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
HOUSTON, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 4/28/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


MW
MCKEE WEALTH MANAGEMENT
MCKEE WEALTH MANAGEMENT

CRD#: 182518 / SEC#:

North Carolina
Registered Investment Advisory firm - (12/31/2020 Failure to Renew)
West Virginia
Registered Investment Advisory firm - (2/5/2021 Approved)
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Contact information


Main Address
3060 Mount Vernon Road Suite 1, Hurricane, WV 25526
Mailing Address
P.o. Box 30, Scott Depot, WV 25560-0030
Phone number
(304) 760-8900
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts7
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#: 182518

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