Brian Christopher Mcgeehon

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 01/2010 → 11/2019
  Northwestern Mutual Investment Services, Llc
  Saint Louis, MO
• 05/2011 → 11/2019
  John Gatewood
  Saint Louis, MO
• 12/2012 → 11/2019
  Northwestern Mutual Wealth Management Compnay
  Milwaukee, WI
• 11/2019 → Present
  Lpl Financial Llc
  St. Louis, MO

Other Businesses

1) 07/24/2025 - GATEWOOD WEALTH SOLUTIONS, LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:11/29/2019 - 40 Hrs/Mth - 40 Hrs During Trading. 2) 07/24/2025 -Gatewood Wealth Holdings - Investment Related - Other - Business Owner - At Reported Business Location(s) - Start Date:12/01/2020 - 10 Hrs/Mth - 10 Hrs During Trading. 3) 07/24/2025 - Gatewood Management Company - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date:08/31/2022 - 5 Hrs/Mth - 1 Hrs During Trading. 4) 07/31/2025 - Gatewood Tax and Accounting, LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Start Date:08/04/2025 - 10 Hrs/Mth - 10 Hrs During Trading. 5) 11/24/2025 - Gatewood - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/24/25

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-06-14

Designations

• Chartered Financial Analyst