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Craig Lloyd Mckee

XLM CAPITAL MANAGEMENT, LLC·DEXTER, Michigan
Series 7, Series 63, Series 65Clean record16 years registeredXLM CAPITAL MANAGEMENT, LLC
7444 DEXTER ANN ARBOR ROAD, SUITE L, DEXTER, MI 48130CRD# 2737022Firm CRD# 129869

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Craig Lloyd Mckee · DEXTER, MI
Registration
CRD #2737022 · XLM CAPITAL MANAGEMENT, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

XLM CAPITAL MANAGEMENT
Mar 2015 – present
XLM CAPITAL MANAGEMENT
Jul 2010 – Dec 2014
DEXTER, MI
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · July 23, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
XLM CAPITAL MANAGEMENT, LLC
CRD 129869 · SEC 801-71173
AUM
$35M
Regulatory assets under management
Employees
1
100 client accounts
Services offered by XLM CAPITAL MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at XLM CAPITAL MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Craig Lloyd Mckee offer?
Craig Lloyd Mckee specializes in Investment Management, Fee-Only Advisory. Contact their office in DEXTER, Michigan for a consultation.
What are Craig Lloyd Mckee's credentials?
Craig Lloyd Mckee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Lloyd Mckee located?
Craig Lloyd Mckee is based in DEXTER, Michigan, working with XLM CAPITAL MANAGEMENT, LLC. Their office serves clients in the DEXTER metropolitan area and surrounding communities.
How does Craig Lloyd Mckee charge for services?
Craig Lloyd Mckee's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is XLM CAPITAL MANAGEMENT, LLC?
XLM CAPITAL MANAGEMENT, LLC has approximately 1 employees and manages $35M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
GRAND RAPIDS (112)BLOOMFIELD HILLS (94)SOUTHFIELD (89)TROY (70)ANN ARBOR (56)BIRMINGHAM (35)TRAVERSE CITY (32)HOLLAND (30)PORTAGE (30)LIVONIA (28)
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Research
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