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SM

Sandra H. Mckeever

ASIA PACIFIC FINANCIAL MANAGEMENT GROUP
Hagatna, 96910-5156
Some features on this profile are disabled
CRD#: 4091906
SM

Professional summary

Sandra Holsti Mckeever, who also goes by Sandra Holsti, Sandra H Mckeever, is a registered financial advisor currently at ASIA PACIFIC FINANCIAL MANAGEMENT GROUP, INC. .

Sandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Sandra has worked at 1 firm and has passed the Series 65, Series 66, Series 99TO, Series 52TO, SIE, Series 7, Series 14, Series 53 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sandra Holsti | Sandra H Mckeever

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.
Prometi, LLC - VP/Admin; Landscaping, property management, health and wellness consulting.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sandra Holsti Mckeever'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

October 26, 2023 - Present

ASIA PACIFIC FINANCIAL MANAGEMENT GROUP, INC.

Office #1: 145 Aspinall Avenue, Hagatna 96910-5156
RIA
CRD#: 32338
Hagatna,
Past

January 12, 2000 - February 20, 2024

ASIA PACIFIC FINANCIAL MANAGEMENT GROUP, INC.

BD
CRD#: 32338
HAGATNA,

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".
AP
ASIA PACIFIC FINANCIAL MANAGEMENT GROUP, INC.
ASIA PACIFIC FINANCIAL MANAGEMENT GROUP | ASIA PACIFIC INVESTORS SERVICES | ASIA PACIFIC FINANCIAL MANAGEMENT GROUP, INC.

CRD#: 32338 / SEC#: 801-79830, 8-46412

RIA
Registered Investment Advisory firm - SEC (6/24/2014 Approved)
BD
Terminated by SEC on 02/19/2024

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
Arizona
(5/22/2025)
IAR
California
(3/19/2025)
IAR
Nevada
(7/24/2024)
IAR
Oregon
(10/12/2025)
IAR
Texas
(10/26/2023)
IAR
Washington
(9/5/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/7/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 2/25/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/19/1999
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 53
Date: 10/19/2020
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/11/2006
General Securities Principal Examination

Current Firm

AP
ASIA PACIFIC FINANCIAL MANAGEMENT GROUP, INC.
ASIA PACIFIC FINANCIAL MANAGEMENT GROUP | ASIA PACIFIC INVESTORS SERVICES | ASIA PACIFIC FINANCIAL MANAGEMENT GROUP, INC.

CRD#: 32338 / SEC#: 801-79830, 8-46412

RIA
Registered Investment Advisory firm - SEC (6/24/2014 Approved)
BD
Terminated by SEC on 02/19/2024
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Contact information

Main Address
145 Aspinall Avenue, Hagatna 96910-5156
Mailing Address
Phone number
(671) 472-6400
Established
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
10

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ASIA PACIFIC FINANCIAL MANAGEMENT GROUP, INC. DISCLOSURE BROCHURE (V2025) (2/20/2025)

Direct owners and executive officers

NamePositionCRD#
MCKEEVER, SANDRA HOLSTICEO, CHIEF COMPLIANCE OFFICER4091906
ULLOA, JONATHAN CHARLESFINANCIAL ADVISOR4223528

Regulatory assets under management

Total Number of Accounts1,432
AUM (Assets Under Management)$ 286,152,291

Disclosures

Arbitration1
Financial1

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

ASIA PACIFIC FINANCIAL MANAGEMENT GROUP, INC.

CRD#: 32338Hagatna 96910-5156

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