linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Stephen McKean

AE Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Stephen McKean

John Stephen McKean is a financial advisor with over 10 years of experience. John is currently registered with AE Wealth Management, LLC, which specializes in financial planning, pension consulting, educational seminars, portfolio management, and selection of other advisors. John previously worked at Securities America, Inc. He holds a Series 7 and Series 66 license and the SIE exam. John earned the Certified Financial Planner designation and is dedicated to helping individuals and families reach their financial goals.

Firm Information

John McKean is currently registered with AE Wealth Management, LLC. AE Wealth Management, LLC is a registered investment advisor headquartered in Topeka, Kansas. The firm has over 449 investment advisor representatives and manages over $27 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and individuals other than high-net-worth. AE Wealth Management offers a variety of financial planning services, including portfolio management, educational seminars, and selection of other advisors.
AE Wealth Management, LLC

2950 SW MCCLURE ROAD

TOPEKA, KS 66614

$27.08B

Assets Under Management

27

Total Clients

413

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John McKean’s Registration & Firm History

CA

07/02/2020 - Present

AE Wealth Management, LLC (Carlsbad CA)

CA

03/20/2015 - 04/07/2016

SECURITIES AMERICA, INC. (IRVINE CA)

Not sure if John Stephen McKean is right for you?

Licenses & Designations

BOTH

Issued 06/02/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/07/2016

SIE - Securities Industry Essentials Examination

BC

Issued 03/20/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Stephen McKean.
Not sure if John Stephen McKean is right for you?