Best Investors Account Sign in
Inactive

Cassandra Joy Gegenheimer

Mckee Investment Planning, Inc.

Wilmington, DE

Clermont, FL

Claim This Profile
Current Employers
Mckee Investment Planning, Inc.

Clermont, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-12-12
  • FL RA
    APPROVED
    Since 2024-12-12

Branch Locations

Wilmington, DE • United States

Clermont, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mckee Investment Planning, Inc. Clermont FL 06/2023 Present
Federal Bureau Of Investigation Sacramento CA 03/2020 07/2023
Florida Blue Jacksonville FL 07/2016 03/2020
Mckee Investment Planning, Inc. Wilmington DE 10/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-09
  • S65 Uniform Investment Adviser Law Examination
    2024-12-09

View on SEC IAPD

More in Wilmington, DE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor