Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you C.brian? Claim Your ProfileC.brian McKee is a financial advisor with Gladstone Wealth Partners, a firm that provides financial advice to individuals, families, and businesses. C.brian has over 35 years of experience in the financial services industry, with a focus on retirement planning, investment management, and wealth management. C.brian has also been a Registered Representative with LPL Financial LLC since 2021. C.brian is committed to providing his clients with personalized financial advice that helps them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IN
12/08/2022 - Present
Gladstone Wealth Partners (Bloomington IN)
IN
03/03/2008 - 11/05/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (EVANSVILLE IN)
IN
03/14/2002 - 03/04/2008
NEW ENGLAND SECURITIES (EVANSVILLE IN)
IN
11/11/1997 - 04/17/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/11/1997 - 04/17/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
FL
04/01/1991 - 11/11/1997
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NA
01/13/1989 - 04/01/1991
PW SECURITIES, INC.
NA
08/04/1988 - 01/18/1989
MANEQUITY, INC.
NA
11/27/1987 - 08/16/1988
AMERICAN UNITED LIFE INSURANCE COMPANY
NA
11/27/1987 - 08/16/1988
AUL EQUITY SALES CORP.
IA
Issued 08/04/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/02/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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