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Edward Albert McKeever

Wells Fargo Investment Institute, Inc.

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About Edward Albert McKeever

Edward Albert McKeever is a financial advisor at Wells Fargo Investment Institute, Inc. in SAINT LOUIS, MO. Edward has over 7 years of experience in the financial services industry and has been registered with Wells Fargo Clearing Services, LLC and Wells Fargo Investment Institute, Inc. Edward holds both Series 63 and Series 65 licenses. Edward specializes in working with individuals, high net worth individuals, trusts and family accounts, charitable organizations, corporations or other businesses, state or municipal government entities, and pension and profit sharing plans. Edward also provides portfolio management services for both individuals and businesses.

Firm Information

Edward McKeever is currently registered with Wells Fargo Investment Institute, Inc.. Wells Fargo Investment Institute, Inc. is a Registered Investment Advisor (RIA) headquartered in Charlotte, NC. The firm manages approximately $43.99 billion in assets for clients, including individuals, trusts, businesses, institutions, and charities. The firm's advisory services include portfolio management for individuals and businesses, selection of other advisors, and the publication of periodicals. They also offer a wrap fee program.
Wells Fargo Investment Institute, Inc.

550 SOUTH TRYON STREET

CHARLOTTE, NC 28202

$44.00B

Assets Under Management

3

Total Clients

52

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Edward McKeever’s Registration & Firm History

MO

06/05/2023 - Present

Wells Fargo Investment Institute, Inc. (SAINT LOUIS MO)

MO

04/05/2019 - 11/07/2022

WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 04/28/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/16/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/05/2019

Series 7TO - General Securities Representative Examination

BC

Issued 12/06/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Edward Albert McKeever. Review regulatory record here.
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