Michael T. Mcgehee

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CRD#: 6149229

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.

Michael T Mcgehee, who also goes by Michael Thomas Mcgehee, Mike Mcgehee, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2013. Michael had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Michael Thomas Mcgehee | Mike Mcgehee

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.

Independent insurance agent, not investment related, less than 1 hour per month spent on this 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

June 2, 2022 - March 10, 2023

CLARK WEALTH PARTNERS, LLC

RIA

CRD#: 321757

O'FALLON, IL

Past

March 16, 2021 - August 2, 2022

VISIONARY WEALTH ADVISORS, LLC

RIA

CRD#: 169610

O'Fallon, IL

Past

December 14, 2015 - March 2, 2021

EDWARD JONES

RIA

CRD#: 250

FRONTENAC, MO

Past

November 27, 2015 - March 2, 2021

EDWARD JONES

CRD#: 250

FRONTENAC, MO

Past

May 13, 2014 - December 11, 2015

SCOTTRADE, INC.

CRD#: 8206

BELLEVILLE, IL

Past

October 16, 2013 - May 5, 2014

J.J.B. HILLIARD, W.L. LYONS, LLC

RIA

CRD#: 453

SWANSEA, IL

Past

April 24, 2013 - May 5, 2014

J.J.B. HILLIARD, W.L. LYONS, LLC

CRD#: 453

SWANSEA, IL

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".

CLARK WEALTH PARTNERS, LLC

CRD#: 321757 / SEC#: 801-125783

RIA

Registered Investment Advisory firm - (6/2/2022 Approved)

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.

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/29/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/23/2013

General Securities Representative Examination

Current Firm

CLARK WEALTH PARTNERS, LLC

CRD#: 321757 / SEC#: 801-125783

RIA

Registered Investment Advisory firm - (6/2/2022 Approved)

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Contact information

Main Address

821 West Hwy 50 Suite 204, O'fallon, IL 62269

Mailing Address

Phone number

(618) 607-4101

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CLARD WEALTH PARTNERS ADV PART 2A ANNUAL AMENDMENT V.03.13.25 (3/13/2025)

Regulatory assets under management

Total Number of Accounts	1,065
AUM (Assets Under Management)	$ 213,398,836

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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Advisor Monitoring

Firm Stability Insights

Michael T. Mcgehee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

VISIONARY WEALTH ADVISORS, LLC

EDWARD JONES

EDWARD JONES

SCOTTRADE, INC.

J.J.B. HILLIARD, W.L. LYONS, LLC

J.J.B. HILLIARD, W.L. LYONS, LLC

Primary Firm SEC Registration

CLARK WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/29/2013

SIE

Date: 10/1/2018

Series 7

Date: 4/23/2013

Current Firm

CLARK WEALTH PARTNERS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CLARK WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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