CM
CM

Cole Christian Mckeel

7 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net WorthBusiness Owners
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
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Location

5224 Park Ridge Rd, Flower Mound, TX, 75022

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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.
Customer Dispute
October 2021
Denied
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, LLCBroker
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 Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Cole Christian Mckeel - Financial Advisor | TrueAdvisor