Our Qualifications
C. Brian McKee, President of McKee Financial Resources Inc., has over 38 years of investment and financial experience, with qualifications as follows:
Registered Representative of LPL Financial, Member FINRA/SIPC
Wealth Management Advisor of Gladstone Institutional Advisory LLC, a Registered Investment Advisor
C. Brian McKee is a SmartVestor Pro professional*.
Professional Designations:
- RFC® - Registered Financial Consultant®
- CKA® - Certified Kingdom Advisor®
Over 38 Years of experience in Financial Services
Member of Hoosier Hills Estate Planning Council
*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of McKee Financial Resources Inc. or LPL Financial.
Licensed to Offer Securities (Investments) in the States of:
- Alabama
- Alaska
- Arizona
- California
- Colorado
- Florida
- Georgia
- Illinois
- Indiana
- Iowa
- Kentucky
- Minnesota
- Missouri
- Montana
- New York
- North Carolina
- Ohio
- Pennsylvania
- South Carolina
- Tennessee
- Texas
- Virginia
- Washington
- Wisconsin
Licensed to Offer Life and Property & Casualty Insurance in the States of:
- Indiana
- Kentucky
- Michigan
- South Carolina
- Texas
- Virginia
Licensed to Offer Health Insurance, Disability Income Insurance or Long Term Care in the States of:
- Indiana
- Kentucky
- Michigan
- South Carolina
- Texas
- Virginia

Our History
Years of experience have prepared us to guide you through your life transitions.