Broker Check

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 Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

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

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