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Cole Christian Mckeel

Mckeel Capital Management

Flower Mound, TX

CRD 6944092

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Employer firm

Mckeel Capital Management CRD 142132

$63.0M regulatory AUM 35 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Mckeel Capital Management

5224 Park Ridge Rd, Flower Mound, TX 75022 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-09
  • TX RA
    APPROVED
    Since 2025-01-09

Branch Locations

5224 Park Ridge Rd, Flower Mound, TX 75022 • 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
OrganizationCityStateFromTo
Mckeel Capital Management ,Llc Las Colinas TX 04/2017 09/2020
Texas A&M Commerce TX 08/2016 04/2018
Napoli's Italian Restaurant Grapevine TX 01/2017 04/2018
Ameriprise Financial Services Inc Plano TX 11/2020 Present
  • 04/2017 → 09/2020
    Mckeel Capital Management ,Llc
    Las Colinas, TX
  • 08/2016 → 04/2018
    Texas A&M
    Commerce, TX
  • 01/2017 → 04/2018
    Napoli's Italian Restaurant
    Grapevine, TX
  • 11/2020 → Present
    Ameriprise Financial Services Inc
    Plano, TX
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-02-03
S65 Uniform Investment Adviser Law Examination 2018-06-08
  • S63 Uniform Securities Agent State Law Examination
    2021-02-03
  • S65 Uniform Investment Adviser Law Examination
    2018-06-08

View on SEC IAPD

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