Michael Joseph Mcgee
Advisor at ISC Advisors, Inc. — Greenwood, IN
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 65
Experience Industry experience
32 years
Location
Greenwood, IN
ISC Advisors, Inc.
Team
Michael Mcgee is a financial advisor with ISC Advisors, Inc. in Greenwood, IN, holding Series 63 and Series 65 registrations and having 32 years of industry experience. He has previously worked at GWN Securities Inc. and currently serves as Vice President of Midwest Deferred Compensation Specialists, LLC, as well as President of McGee Financial Services, Inc. Outside of advising, he also works as a sales agent for life insurance, annuities, health, and long-term care products. ISC Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporate pension and profit-sharing plans, and charitable institutions. The firm offers portfolio management, financial planning, and pension consulting, overseeing assets of approximately $1.6 billion with a range of advisory options and a notable amount of non-discretionary assets under management.
Based on ISC Advisors, Inc.
$0+: 0% to 1.30% annually, fees are negotiable and can vary by client and platform $0+: Additional 0.05% (5 basis points) for accounts utilizing the ISCA-managed model under the Empower platform
Separate commissions received by related persons acting as insurance agents or broker-dealers for certain product transactions; no advisory fees charged on these products
Negotiated hourly rates for financial planning services
Minimum fee: $5,000 minimum annual account fee for retirement plan accounts, subject to negotiation Fee-only: Financial planning services charged on a negotiated hourly rate; final fees dependent on client's situation and complexity of plan
Greenwood, IN
Greenwood IN
Advisors at this office
1
Indiana
32 years of industry experience
ISC Advisors, Inc
2026 - Present • 1 year
Dallas, TX
Institutional Securities Corp
2026 - Present • 1 year
Dallas, TX
Midwest Deferred Compensation Specialists, Llc
2011 - Present • 15 years
Indianapolis, IN
GWN Securities Inc.
2008 - 2026 • 18 years
Palm Beach Gardens, FL
Mcgee Financial Services, Inc
2005 - Present • 21 years
Indianapolis, IN
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.
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:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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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