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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-06-29 |
Branch Locations
2659 W Lawrence Avenue, Springfield, IL 62704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M. A. Kluemke And Associates | Springfield | IL | 05/2022 | Present |
| Na | Sherman | IL | 11/2012 | 02/2017 |
| Cancun Mexican Restaurant | Sherman | IL | 02/2017 | 05/2019 |
| Williamsville State Bank And Trust | Springfield | IL | 05/2019 | 08/2020 |
| Na | Sherman | IL | 08/2020 | 12/2020 |
| Williamsville State Bank | Springfield | IL | 12/2020 | 08/2021 |
| Cetera Advisor Networks | El Segundo | CA | 08/2022 | 11/2022 |
| Cetera Wealth Services, Llc | El Segundo | CA | 11/2022 | Present |
| Unemployed | Springfield | IL | 08/2021 | 08/2022 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Mcghee Wealth Management, Llc | Springfield | IL | 08/2025 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 6/2022 APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: M. A. KLUEMKE AND ASSOCIATES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA START DATE: 5/2022 POSITION/TITLE/RELATIONSHIP: ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 8 BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE TASKS SUCH AS PREPARING AND PROCESSING PAPERWORK, DATA ENTRY IN FINANCIAL PLANNING AND CRM SOFTWARE. RESEARCHING INVESTMENT OPTIONS ON BEHALF OF THE REP, REQUESTING PROPOSALS ON BEHALF OF THE REP. OTHER DUTIES AS ASSIGNED; 3. NAME OF OTHER BUSINESS: MCGHEE WEALTH MANAGEMENT, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 8/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: LLC CREATED TO FACILITATE PAYROLL AND BUSINESS EXPENSE ACCOUNTING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-27 |
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