Robert James Mckee

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:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2019-07-30
MI	RA	APPROVED	2019-07-30

IN RA
APPROVED

Since 2019-07-30
MI RA
APPROVED

Since 2019-07-30

Branch Locations

500 Renaissance Dr Ste 102C, Saint Joseph, MI 49085 • United States

1401 S Woodland Ave Ste 2, Michigan City, IN 46360 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Mckee Investment Group, Llc	Michigan City	IN	05/2009	Present
Sagepoint Financial	Michigan City	IN	08/2012	07/2019
Lpl Financial, Llc	Michigan City	IN	07/2019	Present

05/2009 → Present

Mckee Investment Group, Llc

Michigan City, IN
08/2012 → 07/2019

Sagepoint Financial

Michigan City, IN
07/2019 → Present

Lpl Financial, Llc

Michigan City, IN

Previous Registrations

2012-08-28 → 2019-08-01

Osaic Services, Inc.

Scottsdale, AZ

Michigan City, IN

Michigan City, IN
2004-11-12 → 2012-08-27

Next Financial Group, Inc.

Stevensville, MI

Michigan City, IN
1999-04-29 → 2004-11-17

Raymond James Financial Services, Inc.

Saint Joseph, IN

Other Businesses

1. 07/30/2019 - ROBERT AND MARLA MCKEE/ REAL ESTATE RENTAL/ INVESTMENT RELATED/ 0%/ WEST 100 NORTH MICHIGAN CITY, IN 46360 - PARCEL #46-05-29-300-002.000-046 2. 07/30/2019 - TRADITIONS EVENT CENTER/ REAL ESTATE RENTAL/ INVESTMENT RELATED/ 1%/ 2107 WELNETZ RD, TRAIL CREEK, IN 46360 3. 07/30/2019 - MCKEE INVESTMENT GROUP, LLC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 100%/ MICHIGAN CITY, IN 4. 07/30/2019 - ROBERT MCKEE/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 1%/ MICHIGAN CITY, IN 5. 09/26/2022 - Robert and Marla McKee - Investment Related - Michigan City, IN 46360 - Real Estate Rental - Owner - Start Date - 09/19/2022 - 2 Hours Per Month/1 Hours During Securities Trading - Time Spent 2%

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1984-01-05

S63 Uniform Securities Agent State Law Examination

1984-01-05

Other Names

Bob Mckee

View on SEC IAPD