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Cole Christian Mckeel
Mckeel Capital Management
7 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Financial Planning & Coaching
Retirement Planning
High Net Worth
Business Owners
Mckeel Capital Management
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
2 advisors
Number of Clients
35 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$63.0M
Fee Structure
Minimum Investment:
$1M
Financial Planning:
Investment management only
Investment Management
Planning
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Location
5224 Park Ridge Rd, Flower Mound, TX, 75022
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
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Customer Dispute
October 2021
Denied
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Mckeel Capital Management
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Mckeel Capital Management
January 2022 - December 2024 · 2 yrs 11 mos
Ameriprise Financial Services, LLC
Broker
January 2021 - November 2021 · 10 mos
Ameriprise Financial Services, LLC
November 2020 - November 2021 · 1 yr
Mckeel Capital Management
June 2018 - September 2020 · 2 yrs 3 mos
State Registrations
1 state
TX
Advisor
Exams
No exam information available for this advisor.
Cole Christian Mckeel - Financial Advisor | TrueAdvisor