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MM

Michael P. Mckee

INSPIRE CAPITAL MANAGEMENT LLC
Maitland, FL
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CRD#: 2925864
MM

Professional summary


Michael Patrick Mckee, CFP®, who also goes by Mike Mckee, is a registered financial advisor currently at INSPIRE CAPITAL MANAGEMENT LLC located in Maitland, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Michael has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Mike 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.
2017-Present -- As an independent author, Mr. McKee has written a book titled Big Income: Creating Wealth with Covered Calls. He may write other books in the future. This is not a an investment-related business and Mr. McKee does not devote any of his time during business hours marketing his materials. 2019-Present --- Mr. McKee serves as the Executive Director for Meals on Wheels, Etc. located at 2801 S. Financial Ct., Sanford, Florida 32773. Meals on Wheels is not an investment-related business. Meals of Wheels provides home delivery of nutritious meals and numerous other support services for seniors. Mr. McKee will spend the majority of his work week during securities trading hours managing the operations of Meals on Wheels, Etc.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michael Patrick 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®
CFP®

Experience


Current

September 22, 2004 - Present

INSPIRE CAPITAL MANAGEMENT LLC

RIA
CRD#: 126771
Maitland, FL
Past

September 22, 2004 - December 31, 2014

INSPIRE CAPITAL MANAGEMENT LLC

RIA
CRD#: 126771
MAITLAND, FL
Past

August 8, 1997 - June 18, 1998

INTERNATIONAL ASSETS ADVISORY, LLC

BD
CRD#: 10645
ORLANDO, FL

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.

Highlighted states indicate IAR registrations

IAR
Florida
(9/22/2004)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/20/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


IC
INSPIRE CAPITAL MANAGEMENT LLC
INSPIRE CAPITAL MANAGEMENT LLC

CRD#: 126771 / SEC#:

Florida
Registered Investment Advisory firm - (5/28/2003 Approved)
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Contact information


Main Address
Maitland, FL
Mailing Address
Phone number
(407) 331-0076
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts62
AUM (Assets Under Management)$ 7,003,087

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


INSPIRE CAPITAL MANAGEMENT LLC

CRD#: 126771Maitland, FL

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