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John Eluwene Mckeon

Advisor at Independent Financial Group, LLC — Marysville, WA

Updated today

Credentials

Series 66

Experience

19 years

Location

Marysville, WA 98271

Independent Financial Group, LLC logo

Independent Financial Group, LLC

Enterprise

Total advisors

461

Across 291 offices

Clients per advisor

56 Typical

Avg AUM per client

$474,424 Typical

HNW client ratio

9% Low

About

John Mckeon is a Series 66-credentialed financial advisor with Independent Financial Group, LLC, where he has worked since 2009. He has 19 years of industry experience and also operates McKeon Financial, a financial planning and insurance business. Outside of his advisory role, he is involved in raising and showing AKC-registered beagles through a family business and volunteers with Snohomish County Volunteer Search and Rescue as well as a local church safety team. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, and financial planning services through a national network of advisors, utilizing multiple advisory programs and third-party asset managers.

Client services

Based on Independent Financial Group, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Independent Financial Group, LLC

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Independent Financial Group, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees for financial planning and consulting services; negotiable and specified in Financial Planning/Consulting Agreement.

Percentage

$0 - $250,000: 2.00% maximum Advisor Fee + 0.16% Program Fee $250,000 - $500,000: 2.00% maximum Advisor Fee + 0.12% Program Fee $500,000 - $1,000,000: 2.00% maximum Advisor Fee + 0.10% Program Fee $1,000,000 - $2,000,000: 2.00% maximum Advisor Fee + 0.06% Program Fee $2,000,000 - $5,000,000: 2.00% maximum Advisor Fee + 0.05% Program Fee $5,000,000+: 2.00% maximum Advisor Fee + 0.04% Program Fee

Commissions

Commissions earned by IARs when acting as registered representatives for brokerage services outside advisory programs.

Project-based

Hourly financial consulting fees, collected in advance or arrears; negotiable and specified in Financial Planning/Consulting Agreement.

Subscriptions

Subscription-based fees for financial planning programs, stated in the Financial Planning/Consulting Agreement, paid monthly or quarterly.

Other

Account minimum: $2,000 to $100,000 depending on program; specific minimums include $5,000 for AccessPoint Models, $25,000 for AccessPoint Advisor Portfolios, $2,000 manager dependent for Fund Strategist Portfolios, $100,000 for Separately Managed Accounts, $50,000 for Unified Managed Accounts, $25,000 for AP Client, $50,000 for CAM Client Schwab, no minimum for Retirement Plan Services (RPS) Fee-only: Hourly rates, flat fees, and subscription billing for financial planning and consulting services; fees are negotiable and detailed in Financial Planning/Consulting Agreement.

Location

See office

Marysville, WA

1507 172nd St NE Ste 201

Marysville WA 98271

Advisors at this office

3

Most active in

Texas · Washington

Work history

19 years of industry experience

Independent Financial group

2009 - Present • 17 years

San Diego, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Sean G

Series 66

Everett, WA

Elderrock Financial LLC

Sean George is a financial advisor at Elderrock Financial LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Berknell Financial Group prior to joining Elderrock in 2018. Sean participates in community and networking groups, including the Rotary Club of Everett and the Everett Rotary Youth Foundation, where he serves as secretary. Elderrock Financial provides financial planning, consulting, and portfolio management to individuals and sponsors of employer-sponsored retirement plans. The firm offers ERISA-focused fiduciary and administrative services for retirement plans alongside individual wealth management, using a blend of fundamental and technical analysis as well as modern portfolio theory to tailor investment strategies.

Equity compensation tax strategy Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner
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Huihwan Y

Series 63, Series 65

Langley, WA

Waterhill Capital, LLC

Huihwan Yu is the sole advisor at Waterhill Capital, LLC, an independent registered investment adviser based in Kirkland, WA. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Mr. Yu has managed Waterhill Capital since 2014. Waterhill Capital provides discretionary portfolio management to individual investors, including IRAs and trusts, as well as limited partners in a private investment partnership. The firm focuses on long-term capital appreciation with an emphasis on capital preservation, employing a "go anywhere, buy anything" investment approach across publicly traded securities without using leverage or private securities.

Active portfolio management Concentrated stock management
user avatar

Michael S

Series 66

Everett, WA

Focus Advisory, LLC

Michael Smith is a financial advisor at Focus Advisory, LLC with 21 years of industry experience. He holds the Series 66 designation and has been with Focus Advisory, an independent registered investment adviser, since 2008. Focus Advisory, LLC provides investment management services exclusively to individual private clients, managing approximately $38 million. The firm employs a global asset management approach using macroeconomic, fundamental, and technical analysis, with portfolios tailored to client suitability and risk tolerance.

Active portfolio management Options & derivatives strategies Passive / index investing
user avatar

Timothy W

Series 63, Series 65

Marysville, WA

Anchor Capital Management LLC

Timothy Walker is a financial advisor with Anchor Capital Management LLC in Marysville, WA, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously served in the U.S. Navy for 23 years before transitioning to financial services, including a role at Axa Advisors, LLC. Outside of his advisory work, he is associated with an insurance business through his principal role. Anchor Capital Management serves individuals, trusts, closely held businesses, and pension plans by providing financial planning and facilitating access to pre-screened third-party investment advisers. The firm focuses on diversified manager allocation plans without taking custody or exercising investment discretion, emphasizing retirement feasibility, cash flow analysis, and risk management.

Long-term care insurance
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Brian W

CFP®, Series 65

Arlington, WA

Wyatt Wealth Management

Brian Wyatt is a CFP® professional with 18 years of experience in financial advising. He is the principal advisor at Wyatt Wealth Management, an independent firm he has led since 2020. His prior experience includes roles at Pacific Wealth Management LLC, Financial Management, Inc., and Mcilrath & Eck. Outside of advising, he manages several rental properties through a third-party management company. Wyatt Wealth Management provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm integrates fundamental analysis, Modern Portfolio Theory, technical methods, and quantitative analysis to create tailored investment strategies, managing approximately $69 million in assets for about 118 clients.

General retirement planning Tax-loss harvesting General tax planning Wealth management
user avatar

Jason N

CFP®, CFA®, Series 63, Series 65

Everett, WA

Viceroy Investment Advisors LLC

Jason Nelson is a CFP® and CFA® with 21 years of industry experience. He has been the principal of Viceroy Investment Advisors LLC since 2009. Outside of his advisory role, he manages a part-time commercial real estate business as the managing member of BlueSteal LLC. Viceroy Investment Advisors provides investment advisory and financial planning services primarily to individuals and their related entities. The firm focuses on U.S. exchange-traded securities and employs a risk framework that considers multiple layers of potential loss exposure while offering both discretionary portfolio management and project-based financial advisory.

Wealth management General estate planning guidance General retirement planning
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