Mck Financial Services Inc (Decatur)


Mck Financial Services Inc is a large advisory firm based in Decatur. It manages $26.5 million of regulatory assets for 44 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Illinois.

Mck Financial Services provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mck Financial Services: assets under management

The assets under management (AUM) of Mck Financial Services Inc is $26.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $26.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $602.27 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mck Financial Services Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mck Financial Services Inc

Richard Dennis Hale has been acting as President since 1 Dec 1999. Archer Daniels Midland Company joined the executive team most recently as the Owner.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Tyson Phillip Cocagne Secretary 1 Jun 1999 Other 4432370
Alan R King Treasurer 1 Jun 1999 Other 4432375
Philip R Bauer Director 1 Jun 1999 Other 4432377
Andrew D Thomas Director 1 Jun 1999 Other 4432378
Richard Dennis Hale President 1 Dec 1999 Other 1557565
Helga J Towler Director 1 Dec 1999 Other 4432381
John Frederick May Director 1 Dec 1999 Other 4432382
Archer Daniels Midland Company Owner 1 Nov 2001 75% - 100% 41-0129150
Fsb Hickory Point Bank & Trust Owner 1 Nov 2001 75% - 100% 120339

Based in Decatur

The principal office where Mck Financial Services Inc performs its advisory services is located at 225 North Water Street, Decatur, IL 62523, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 217-875-3131 or by fax 217-872-6251. The normal business hours are 8:00am - 5:00pm on Monday - Friday.