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Stephen Bryan Mckeon

COLLAB+CURRENCY MANAGEMENT, LLC·EUGENE, Oregon
Unclaimed Profile
2720 E. 40TH AVENUE, EUGENE, OR 97405CRD# 7282963Firm CRD# 309133
01

About

Stephen Bryan Mckeon is a registered financial advisor based in EUGENE, Oregon, affiliated with COLLAB+CURRENCY MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
COLLAB+CURRENCY MANAGEMENT, LLC
COLLAB+CURRENCY MANAGEMENT, LLC
AUM
$485M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at COLLAB+CURRENCY MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7282963
Firm CRD# 309133
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Bryan Mckeon offer?
Stephen Bryan Mckeon specializes in Retirement Planning. Contact their office in EUGENE, Oregon for a consultation.
What are Stephen Bryan Mckeon's credentials?
Stephen Bryan Mckeon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Bryan Mckeon located?
Stephen Bryan Mckeon is based in EUGENE, Oregon, working with COLLAB+CURRENCY MANAGEMENT, LLC. Their office serves clients in the EUGENE metropolitan area and surrounding communities.
How does Stephen Bryan Mckeon charge for services?
Stephen Bryan Mckeon's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLLAB+CURRENCY MANAGEMENT, LLC?
COLLAB+CURRENCY MANAGEMENT, LLC has approximately 10 employees and manages $485M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EUGENE
Jeffrey B Yamada — MCS FINANCIAL ADVISORS LLCThomas Henry Roehl — ROEHL & YI INVESTMENT ADVISORS, LLCJayman Frank Yi — ROEHL & YI INVESTMENT ADVISORS, LLCAndrew David Papendieck — THE PAPENDIECK GROUP, LLCMichael Charles Stalker — MCS FINANCIAL ADVISORS LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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