Lorraine Marie Mckee

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2015 → 10/2016
  Cetera Advisor Networks Llc
  El Segundo, CA
• 10/2016 → 08/2022
  Cambidge Investment Research, Inc.
  Fairfield, IA
• 03/2020 → 08/2022
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 08/2022 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2020-03-31 → 2022-08-26
  Cambridge Investment Research Advisors, Inc.
  St Louis, MO
  Festus, MO

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-07-23

Designations

• Certified Financial Planner

Other Names

• Lori Mckee
• Lori Roop
• Lorraine Marie Roop