McKee Financial Resources Inc.

1612 South Liberty Drive Suite A

Bloomington, IN 47403

812-477-8522

Empowering Your Financial Future with Personalized Strategies.

About McKee Financial Resources Inc.

McKee Financial is an Indiana-based, comprehensive financial services firm helping individuals, families, and businesses with their wealth management needs. Founded over 40 years ago by C. Brian McKee, RFC^®, CKA^®, we have grown into a multi-generational firm serving clients nationwide from offices in Evansville, Bloomington, Greenwood, and North Indianapolis/Carmel/Fishers, Indiana, and Naples, Florida.

At McKee Financial, we believe every journey starts with a clear understanding of where you are today. Our experienced team takes time to learn about your dreams, goals, and risk tolerance, then crafts strategies that align with your life's ambitions. Whether you're planning for retirement, managing risk, preparing for the next generation, or growing your business, our services are structured with intention and delivered with care.

Our mission is to help our clients work toward financial independence through planning, and to build long-term, trusting relationships through education, training, integrity, and outstanding client service. At McKee Financial you will find BOTH: the resources of a large company and the personalized attention you need to establish a plan for financial success.

See Disclosures

General Information

Firm Start Year

1985

No. of Employees

5-9

Firm CRD#

250787

Name of Broker/Dealer

LPL Financial

Work with the following types of clients

Businesses, Individual Investors, Families, Business Owners, Retirees

Advisory Services Provided

Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts

Services

Investment Types

Insurance, Annuities, Mutual Funds, Exchange Traded Funds (ETFs), Individual Stocks (Equities), Growth & Income Investments, Dividend-Paying Stocks, 529 Plans

Can meet clients in the following ways

Email, Phone, Our Offices

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Compensation and Fees

Compensation Methods

Based on Assets, Commissions

Additional Details on Charges

Securities offered through LPL Financial, Member FINRA/SIPC, and may be compensated through commissions. Advisory services offered through Gladstone Institutional Advisory, a Registered Investment Advisor, and are typically charged as a fee based on assets under management. Fees vary based on the services provided and the size of the account. For complete fee information, please see the Gladstone Form ADV and Form CRS, and the LPL Financial Form CRS.

Disclosures

RetirementPlanning.net provides referrals to financial professionals of Gladstone Institutional Advisory, LLC. RetirementPlanning.net is not a current client of Gladstone Institutional Advisory, LLC or advisory services. Financial professionals of Gladstone Institutional Advisory, LLC pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.

GLADSTONE FORM ADV PART 2A

Additional Detailed Disclosures

https://static.wiseradvisor.com/wiseradvisor/v2/Wiseradvisor-Gladstone-Promoter-Disclosure-v2_2026.pdf

Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC. Advisory Services offered through Gladstone Institutional Advisory, a Registered Investment Advisor. McKee Financial Resources Inc., Gladstone Institutional Advisory LLC and LPL Financial are separate entities. Registration as an investment adviser does not imply a certain level of skill or training. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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