C.BRian Mckee

Current Employers

Employment History

• 06/1996 → Present
  Mckee Financial Resources, Inc
  Evansville, IN
• 03/2008 → 11/2021
  Cambridge Investment Research, Inc
  Fairfield, IA
• 08/2009 → 11/2021
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 11/2021 → Present
  Lpl Financial Llc
  Evansville, IN
• 11/2021 → Present
  Gladstone Wealth Partners
  Evansville, IN

Previous Registrations

• 2009-08-06 → 2021-11-05
  Cambridge Investment Research Advisors, Inc.
  Evansville, IN
  Bloomington, IN
  Greenwood, IN

Other Businesses

1) 11/2021- MCKEE FINANCIAL RESOURCES INC- DBA for LPL Business (entity for LPL business)- inv. related- EVANSVILLE, IN- start date 11/2021 2) 11/2/2021 - GLADSTONE INSTITUTIONAL ADVISORY LLC - DBA: (Hybrid) Gladstone Wealth Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 11/01/2021 - 200 Hours Per Month/50 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Gladstone Wealth Partners, an independent investment advisor firm. I started this business activity in 11/2021. I expect to spend approximately 200 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 11/2/2021 - GLADSTONE INSTITUTIONAL ADVISORY LLC - DBA: (Hybrid) MCKEE FINANCIAL RESOURCES INC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 11/01/2021 - 200 Hours Per Month/50 Hours During Securities Trading - Time Spent 5% - I provide investment advisory services through Gladstone Wealth Partners, an independent investment advisor firm. I started this business activity in 11/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 10/18/2022 - McKee Financial, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/30/2021 - 0 Hours Per Month/0 Hours During Securities Trading 5) 10/18/2024 - McKee Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/01/1985 - 40 Hours Per Month/ During Trading 6) 10/28/2024 - Gladstone Institutional Adviory, LLC - Registered Investment Advisor Hybrid - Financial Advisor - Investment TRelated - At Reported Business Location(s) - Start Date 11/01/2021 - 40 Hours Per Month/ During Trading - I provide investment advisory services through Gladstone Institutional Adviory, LLC, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7) 01/14/2025 - Non-Variable Insurance - Owner/Agent - Investment Related - At Reported Business Location(s) - Start Date 11/30/2023 - 2 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-08-04
• S63 Uniform Securities Agent State Law Examination
  1988-06-14

Other Names

• C Brian Mckee
• C.BRian Brian Mckee
• Charles Brian Mckee