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CM

Cameron J. Mckee

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CRD#: 7669582
CM
Cameron J Mckee

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.

Cameron J Mckee, who also goes by Cameron Joe Mckee, Cameron Mckee, was a registered financial professional .

Cameron is a previously registered financial professional and started their career in finance in 2023. Cameron had worked at 4 firms and has passed the Series 66, Series 7TO, Series 6TO and SIE exams.

Aliases

Cameron Joe Mckee | Cameron 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.
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

August 4, 2025 - July 14, 2026

PRINCIPAL ADVISED SERVICES

RIA
CRD#: 297324
Charlotte, NC
Past

July 28, 2025 - July 14, 2026

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
Charlotte, NC
Past

January 31, 2025 - May 15, 2025

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
CHARLOTTE, NC
Past

July 12, 2024 - May 15, 2025

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
CHARLOTTE, NC
Past

July 14, 2023 - August 25, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
CHARLOTTE, NC

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".
PA
PRINCIPAL ADVISED SERVICES
PRINCIPAL ADVISED SERVICES | PRINCIPAL ADVISED SERVICES, LLC

CRD#: 297324 / SEC#: 801-114432

RIA
Registered Investment Advisory firm - (12/14/2018 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.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/28/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/12/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 7/14/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/7/2023
Securities Industry Essentials Examination

Current Firm

PA
PRINCIPAL ADVISED SERVICES
PRINCIPAL ADVISED SERVICES | PRINCIPAL ADVISED SERVICES, LLC

CRD#: 297324 / SEC#: 801-114432

RIA
Registered Investment Advisory firm - (12/14/2018 Approved)
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Contact information

Main Address
655 9th Street, Des Moines, IA 50309
Mailing Address
711 High Street, Des Moines, IA 50392
Phone number
(866) 412-0770
Established
Firm type
Fiscal year end
# of Employees
343

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PRINCIPAL ADVISED SERVICES FORM ADV 2A WRAP FEE BROCHURE (1/2/2026)
PRINCIPAL ADVISED SERVICES TARGET MY RETIREMENT ADV PART 2A BROCHURE (1/2/2026)
PAS ADV 2A ADVICE BROCHURE (1/2/2026)

Regulatory assets under management

Total Number of Accounts16,940
AUM (Assets Under Management)$ 887,316,440

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/26/2025
Cover Page
Report
10/28/2024
Cover Page
Report
11/20/2023
Cover Page
Report
09/22/2023
Cover Page
Report

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

PRINCIPAL ADVISED SERVICES

CRD#: 297324

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