Stephan McKee has been an investment adviser representative at 25 since June 2022, and is not listed among the firm’s executive officers or direct owners. Stephan McKee holds a B.S. in Biology with a pre-med focus from Westminster College.
25, LLC is a Saint Louis, MO firm with $545M under management, 505 clients and 8 advisers across 3 offices, as of its May 2026 filing.
Stephan McKee is a Financial Advisor at 25 Financial. A former U.S. Army Major, he works with physicians, high-net-worth individuals and their families on their financial goals.
Stephan McKee’s longest registration is the current one, 4 years at 25 since 2022. Before joining 25 in 2022, Stephan McKee was registered through Arete Wealth Advisors, LLC.
- Arete Wealth Advisors, LLC– · 3 yearsSt. Louis, MO · Adviser representative · Firm CRD 145488
Investment adviser representative registrations
Stephan McKee is registered as an investment adviser representative in Missouri, since June 2022.
- MissouriSince 23 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 1 August 2020 |
| SIE | Securities Industry Essentials Examination | 15 May 2020 |
| Series 7TO | General Securities Representative Examination | 7 May 2020 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Stephan Kern Josiah McKee
- CRD
- 7208371
- Firm
- 25 · CRD 317916
- Office
- 135 WEST ADAMS AVENUE, Saint Louis, MO 63122
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2020
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- 25financial.com
Where does Stephan McKee work?
Stephan McKee is an investment adviser representative registered through 25, LLC since June 2022, and is not listed among the firm’s executive officers or direct owners.
Is Stephan McKee a financial advisor?
Yes. Stephan McKee has a current investment-adviser registration in Missouri, through 25 since June 2022.
How many years of experience does Stephan McKee have?
Stephan McKee has 6 years in the financial industry, since May 2020, across 2 adviser firms.
What exams has Stephan McKee passed?
Stephan McKee has passed 3 licensing exams: the Series 7TO, SIE and Series 66. The earliest, the Series 7TO, was passed in May 2020.
Where is Stephan McKee based?
Stephan McKee’s registered office is in Saint Louis, MO.
Is Stephan McKee registered with FINRA?
Yes. Stephan McKee has a current broker registration, under CRD 7208371.
Source: FINRA BrokerCheck
How can I verify Stephan McKee’s record?
Search CRD 7208371 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Stephan McKee’s full registration record.
