Gregory David Mc Keever
Advisor at LPL Financial — Midland, MI E Main St
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
4 years
Location
Midland, MI 48640
LPL Financial
Institution
Gregory Mc Keever is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and having three years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Tri-Star Bank, and Ivan Peruski. He is also a financial advisor at Tri Star Trust Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Based on LPL Financial
Flat fees negotiated between IAR and client for financial planning and consulting services.
Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.
Hourly fees up to $500 per hour for financial planning and consulting services.
Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.
Midland, MI E Main St
200 E Main St #100
Midland MI 48640
Advisors at this office
1
Michigan
4 years of industry experience
LPL Financial
2024 - Present • 2 years
Midland, MI
Tri-Star Bank
2024 - Present • 2 years
Midland, MI
Ivan Peruski
2022 - 2024 • 2 years
Saginaw, MI
Northwestern Mutual Wealth Management Company
2022 - 2024 • 2 years
Milwaukee, WI
Northwestern Mutual Investment Services LLC
2022 - 2024 • 2 years
Saginaw, MI
Mark Hardy
2022 - 2024 • 2 years
Saginaw, MI
Mark Hardy
2021 - 2022 • 1 year
Saginaw, MI
Nexteer Automotive
2020 - 2021 • 1 year
Saginaw, MI
Dicks Sporting Goods
2019 - 2020 • 1 year
Saginaw, MI
Timbers Golf Club
2019 - 2019 • 1 year
Vassar, MI
Adidas
2016 - 2020 • 4 years
Birch Run, MI
Pita Pit
2016 - 2017 • 1 year
Birch Run, MI
Student
2010 - 2023 • 13 years
Birch Run, MI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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