Todd E. Mckee

VOYA FINANCIAL ADVISORS

Gladstone, OR

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CRD#: 2662685

Professional summary

Todd Edward Mckee is a registered financial advisor currently at VOYA FINANCIAL ADVISORS, INC. located in Gladstone, Oregon.

Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Todd has worked at 12 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Edward Mckee's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Todd Edward Mckee's CRS (Customer Relationship Summary).

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®

None

Experience

Current

June 3, 2025 - Present

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

Gladstone, OR

Current

June 3, 2025 - Present

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

Gladstone, OR

Past

October 25, 2018 - May 14, 2025

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

PORTLAND, OR

Past

October 18, 2018 - May 14, 2025

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

PORTLAND, OR

Past

June 30, 2017 - October 2, 2018

CUNA BROKERAGE SERVICES, INC.

RIA

CRD#: 13941

CLACKAMAS, OR

Past

April 17, 2017 - October 2, 2018

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

CLACKAMAS, OR

Past

October 15, 2014 - August 16, 2016

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

MILWAUKIE, OR

Past

August 26, 2013 - October 20, 2014

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

MILWAUKIE, OR

Past

April 10, 2013 - August 27, 2013

OSAIC SERVICES, INC.

CRD#: 133763

CLACKAMAS, OR

Past

April 5, 2011 - December 11, 2012

LEGEND EQUITIES CORPORATION

CRD#: 30999

GLADSTONE, OR

Past

February 17, 2004 - April 1, 2011

COREBRIDGE CAPITAL SERVICES, INC.

CRD#: 13158

JERSEY CITY, NJ

Past

May 5, 1999 - May 7, 2002

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

December 1, 1998 - April 19, 1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

April 11, 1997 - November 11, 1998

CHARTER INVESTMENT GROUP, INC.

CRD#: 42506

PORTLAND, OR

Past

July 2, 1996 - April 9, 1997

SUTRO & CO. INCORPORATED

CRD#: 801

SAN FRANCISCO, CA

Past

May 24, 1996 - June 18, 1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882 / SEC#: 801-46585, 8-13987

RIA

Registered Investment Advisory firm - SEC (7/11/1994 Approved)

Broker-Dealer Firm Regulated by FINRA (Boston district office)

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.

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

IAR

Oregon
(6/3/2025)

Oregon
(6/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/23/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/12/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/9/1995

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882 / SEC#: 801-46585, 8-13987

RIA

Registered Investment Advisory firm - SEC (7/11/1994 Approved)

Broker-Dealer Firm Regulated by FINRA (Boston district office)

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Contact information

Main Address

One Orange Way, Windsor, CT 06095

Mailing Address

One Orange Way, Windsor, CT 06095

Phone number

+1 (800) 356-2906

Established

Minnesota since 04/26/1968

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

563

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV: FIRM BROCHURE (12/10/2025)

PART 2A APPENDIX 1 OF FORM ADV: WRAP FEE PROGRAM BROCHURE (12/10/2025)

PART 2A APPENDIX OF FORM ADV: INVESTOR CHANNEL WRAP FEE PROGRAM BROCHURE (12/10/2025)

Direct owners and executive officers

Name	Position	CRD#
VOYA HOLDINGS INC.	100% SHAREHOLDER
BOHN, FREDERICK HENRY	CHIEF FINANCIAL OFFICER	5791728
DEPRATTI, JOHN J	VP, OPERATIONS PRINCIPAL	2927917
PAASCH, STEPHAN ANTHONY	CHIEF COMPLIANCE OFFICER	2968516
REILLY, JONATHAN FRANCIS	PRESIDENT	2039032

Regulatory assets under management

Total Number of Accounts	11,854
AUM (Assets Under Management)	$ 2,744,735,129

Disclosures

Regulatory Event	36
Arbitration	9

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.

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Todd E. Mckee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Edward Mckee's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Todd Edward Mckee's CRS (Customer Relationship Summary).

Certified licenses

Experience

VOYA FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

CUSO FINANCIAL SERVICES, L.P.

OSAIC SERVICES, INC.

LEGEND EQUITIES CORPORATION

COREBRIDGE CAPITAL SERVICES, INC.

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CHARTER INVESTMENT GROUP, INC.

SUTRO & CO. INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

VOYA FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/23/2017

Series 63

Date: 6/12/1996

SIE

Date: 10/1/2018

Series 7

Date: 12/9/1995

FINRA

Current Firm

VOYA FINANCIAL ADVISORS, INC.

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

VOYA FINANCIAL ADVISORS, INC.

TRUST BUT VERIFY

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