Wade Alan Mcfee

Employer firm

Mcfee Financial Group, Inc. CRD 116432

91 advisory clients

Reported services (Item 5G)

• Financial planning
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1994 → Present
  Mcfee Financial Group Inc
  Minneapols, MN
• 10/1994 → Present
  Mcfee Financial Group Inc.
  Minneapolis, MN
• 09/2014 → 06/2021
  Voya Financial Advisors
  Des Moines, IA
• 06/2017 → 11/2024
  Maranatha High School
  Minneapolis, MN
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-01-27 → 2021-06-09
  Voya Financial Advisors, Inc.
  St Paul, MN
  Minneapolis, MN
  Maple Grove, MN
  Windsor, CT

Other Businesses

1. NAME OF ENTITY: Cetera Advisor Networks; Investment related: Yes; 4640 OAK GROVE PARKWAY, MINNEAPOLIS, MN, 55443; Registered rep/Investment Advisor rep assisting clients with brokerage and advisory activity; up to 40 hours per week during trading hours 2. NAME OF ENTITY: McFee Holdings, LLC.; No; 4640 OAK GROVE PARKWAY; MINNEAPOLIS; MN; 55443; real estate holding company; owner; 3/10/2006; 0; 0; real estate holding company for commercial rental property and office space leasing; 3. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 4640 OAK GROVE PARKWAY; MINNEAPOLIS; MN; 55443; fixed insurance sales; independent insurance agent; 7/20/1988; 160; 160; sales and service of fixed insurance products; 4. NAME OF OTHER BUSINESS: MCFEE FINANCIAL GROUP - CRD# 116432; INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 2/2023; APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING; 5. NAME OF OTHER BUSINESS: MCFEE FINANCIAL GROUP,INC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 8/19/1998; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 50, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-31
• S63 Uniform Securities Agent State Law Examination
  1988-06-21

Designations

• Chartered Financial Consultant