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John Lewis Mckeel

THE MCKEEL COMPANY, LLC·COPPELL, Texas
Series 7, Series 24, Series 63Clean record23 years registeredTHE MCKEEL COMPANY, LLC
235 SOUTH DENTON TAP ROAD, COPPELL, TX 75019CRD# 1932439Firm CRD# 142132

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Lewis Mckeel · COPPELL, TX
Registration
CRD #1932439 · THE MCKEEL COMPANY, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

MCKEEL CAPITAL MANAGEMENT
Jan 2025 – present
MCKEEL CAPITAL MANAGEMENT
Jan 2015 – Dec 2024
FLOWER MOUND, TX
MCKEEL CAPITAL MANAGEMENT
Jan 2014 – Dec 2014
FLOWER MOUND, TX
MCKEEL CAPITAL MANAGEMENT
Apr 2009 – Dec 2013
FLOWER MOUND, TX
MCKEELGESEK FINANCIAL ADVISORY SERVICES, LLC
May 2007 – Dec 2008
COPPELL, TX
MCKEELGESEK FINANCIAL ADVISORY SERVICES
Dec 2003 – Dec 2006
COPPELL, TX
SAA FINANCIAL INC.
Aug 2002 – Dec 2002
COPPELL, TX
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Registration record
First registered · August 21, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE MCKEEL COMPANY, LLC
CRD 142132 · SEC 801-67412
AUM
$33M
Regulatory assets under management
Employees
1
112 client accounts
Services offered by THE MCKEEL COMPANY, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE MCKEEL COMPANY, LLC →
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05

Frequently Asked Questions

What services does John Lewis Mckeel offer?
John Lewis Mckeel specializes in Financial Planning, Investment Management. Contact their office in COPPELL, Texas for a consultation.
What are John Lewis Mckeel's credentials?
John Lewis Mckeel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Lewis Mckeel located?
John Lewis Mckeel is based in COPPELL, Texas, working with THE MCKEEL COMPANY, LLC. Their office serves clients in the COPPELL metropolitan area and surrounding communities.
How does John Lewis Mckeel charge for services?
John Lewis Mckeel's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: may receive a carry percentage on private partnerships. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE MCKEEL COMPANY, LLC?
THE MCKEEL COMPANY, LLC has approximately 1 employees and manages $33M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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